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 | $53,788 | $94,439-43.0% | $73,658-27.0% | $154,746-65.2% |
| Participation rate | 75.0% | 64.7%+10.3pp | 57.0%+18.0pp | 80.7%-5.7pp |
| Annual return | 21.77% | 28.25%-6.5pp | 29.72%-8.0pp | 172.34%-150.6pp |
| Employer contribution / active EE | $1,116 | $1,257-11.2% | $1,032+8.1% | $4,379-74.5% |
| Participant deferral / active EE | $1,311 | $2,527-48.1% | $2,062-36.4% | $6,730-80.5% |
| Admin fee / account holder | $20 | $3,843-99.5% | $3,357-99.4% | $14,365-99.9% |