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 | $29,754 | $93,346-68.1% | $71,796-58.6% | $273,972-89.1% |
| Participation rate | 76.5% | 76.5%-0.1pp | 69.1%+7.4pp | 83.0%-6.5pp |
| Annual return | 6.53% | 130.39%-123.9pp | 78.04%-71.5pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,051 | $2,733-61.5% | $1,924-45.4% | $4,869-78.4% |
| Participant deferral / active EE | $2,199 | $3,475-36.7% | $2,794-21.3% | $5,287-58.4% |
| Admin fee / account holder | $231 | $6,571-96.5% | $4,815-95.2% | $10,133-97.7% |