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 | $55,942 | $97,751-42.8% | $103,447-45.9% | $145,877-61.7% |
| Participation rate | 81.8% | 81.1%+0.7pp | 80.5%+1.3pp | 80.3%+1.5pp |
| Annual return | 13.02% | 25.43%-12.4pp | 23.92%-10.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $1,339 | $4,684-71.4% | $4,678-71.4% | $4,663-71.3% |
| Participant deferral / active EE | $3,426 | $6,603-48.1% | $6,624-48.3% | $6,691-48.8% |
| Admin fee / account holder | $2 | $12,515-100.0% | $9,415-100.0% | $13,402-100.0% |