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 | $47,624 | $63,346-24.8% | $92,240-48.4% | $70,126-32.1% |
| Participation rate | 89.2% | 68.7%+20.5pp | 76.5%+12.7pp | 69.5%+19.6pp |
| Annual return | 13.43% | 530.19%-516.8pp | 176.29%-162.9pp | 73.15%-59.7pp |
| Employer contribution / active EE | $811 | $2,471-67.2% | $3,680-78.0% | $2,343-65.4% |
| Participant deferral / active EE | $1,217 | $2,854-57.4% | $3,897-68.8% | $3,332-63.5% |
| Admin fee / account holder | $124 | $3,841-96.8% | $5,194-97.6% | $4,645-97.3% |