Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,483 | $61,755-68.5% | $97,161-79.9% | $80,911-75.9% |
| Participation rate | 79.3% | 63.5%+15.8pp | 72.7%+6.6pp | 67.6%+11.7pp |
| Annual return | 12.06% | -557.90%+570.0pp | 75.36%-63.3pp | 35.63%-23.6pp |
| Employer contribution / active EE | $1,482 | $1,835-19.2% | $2,723-45.6% | $2,756-46.2% |
| Participant deferral / active EE | $2,742 | $3,026-9.4% | $4,265-35.7% | $4,297-36.2% |
| Admin fee / account holder | $167 | $5,166-96.8% | $5,647-97.0% | $6,935-97.6% |