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 | $25,257 | $153,311-83.5% | $109,313-76.9% | $273,972-90.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.88% | 29.86%-22.0pp | 22.07%-14.2pp | 41.46%-33.6pp |
| Employer contribution / active EE | $3,300 | $5,619-41.3% | $3,892-15.2% | $4,869-32.2% |
| Participant deferral / active EE | $5,000 | $3,932+27.2% | $3,166+57.9% | $5,287-5.4% |
| Admin fee / account holder | $268 | $8,076-96.7% | $5,666-95.3% | $10,133-97.4% |