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 | $22,033 | $65,712-66.5% | $57,196-61.5% | $273,972-92.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 12.27% | 22.01%-9.7pp | 14.59%-2.3pp | 41.46%-29.2pp |
| Employer contribution / active EE | $4,766 | $3,280+45.3% | $2,683+77.6% | $4,869-2.1% |
| Participant deferral / active EE | $5,153 | $3,782+36.2% | $3,096+66.4% | $5,287-2.5% |
| Admin fee / account holder | $13 | $4,838-99.7% | $3,141-99.6% | $10,133-99.9% |