Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,501 | $48,078-53.2% | $78,676-71.4% | $62,881-64.2% |
| Participation rate | 97.5% | 65.2%+32.3pp | 73.6%+23.9pp | 69.3%+28.2pp |
| Annual return | 7.58% | 31.36%-23.8pp | 62.19%-54.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,626 | $2,015-19.3% | $2,850-42.9% | $2,281-28.7% |
| Participant deferral / active EE | $2,863 | $2,587+10.7% | $3,517-18.6% | $3,203-10.6% |
| Admin fee / account holder | $123 | $3,206-96.2% | $4,510-97.3% | $4,296-97.1% |