Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,842 | $75,541-79.0% | $152,093-89.6% | $82,637-80.8% |
| Participation rate | 77.4% | 66.5%+10.9pp | 77.8%-0.3pp | 68.1%+9.4pp |
| Annual return | 17.28% | 32.56%-15.3pp | 66.36%-49.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $789 | $2,622-69.9% | $4,175-81.1% | $2,552-69.1% |
| Participant deferral / active EE | $1,940 | $3,206-39.5% | $5,451-64.4% | $4,126-53.0% |
| Admin fee / account holder | $45 | $6,405-99.3% | $14,497-99.7% | $7,339-99.4% |