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 | $36,883 | $46,599-20.9% | $64,101-42.5% | $75,173-50.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 12.23% | 26.06%-13.8pp | 33.72%-21.5pp | 160.72%-148.5pp |
| Employer contribution / active EE | $1,517 | $1,975-23.2% | $2,749-44.8% | $2,671-43.2% |
| Participant deferral / active EE | $1,692 | $2,837-40.4% | $3,881-56.4% | $4,126-59.0% |
| Admin fee / account holder | $135 | $2,956-95.4% | $3,070-95.6% | $5,651-97.6% |