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 | $20,548 | $105,623-80.5% | $87,502-76.5% | $273,972-92.5% |
| Participation rate | 83.3% | 78.2%+5.1pp | 73.8%+9.5pp | 83.0%+0.3pp |
| Annual return | 9.83% | 12.26%-2.4pp | 12.21%-2.4pp | 41.46%-31.6pp |
| Employer contribution / active EE | $679 | $3,141-78.4% | $2,550-73.4% | $4,869-86.1% |
| Participant deferral / active EE | $5,366 | $3,601+49.0% | $3,149+70.4% | $5,287+1.5% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |