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 | $35,885 | $105,623-66.0% | $87,502-59.0% | $273,972-86.9% |
| Participation rate | 84.2% | 78.2%+6.0pp | 73.8%+10.4pp | 83.0%+1.2pp |
| Annual return | 13.85% | 12.26%+1.6pp | 12.21%+1.6pp | 41.46%-27.6pp |
| Employer contribution / active EE | $333 | $3,141-89.4% | $2,550-87.0% | $4,869-93.2% |
| Participant deferral / active EE | $3,587 | $3,601-0.4% | $3,149+13.9% | $5,287-32.2% |
| Admin fee / account holder | $91 | $4,781-98.1% | $4,221-97.8% | $10,133-99.1% |