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 | $37,196 | $83,337-55.4% | $67,834-45.2% | $273,972-86.4% |
| Participation rate | 84.6% | 76.4%+8.2pp | 68.8%+15.8pp | 83.0%+1.6pp |
| Annual return | 11.75% | 259.45%-247.7pp | 138.47%-126.7pp | 41.46%-29.7pp |
| Employer contribution / active EE | $2,062 | $3,287-37.3% | $2,403-14.2% | $4,869-57.7% |
| Participant deferral / active EE | $6,347 | $4,088+55.2% | $3,160+100.9% | $5,287+20.0% |
| Admin fee / account holder | $159 | $6,752-97.6% | $4,622-96.6% | $10,133-98.4% |