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 | $32,918 | $43,075-23.6% | $74,577-55.9% | $62,881-47.7% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 7.70% | 17.50%-9.8pp | 20.47%-12.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $5,208 | $1,498+247.8% | $2,525+106.3% | $2,281+128.3% |
| Participant deferral / active EE | $3,032 | $2,389+26.9% | $3,458-12.3% | $3,203-5.3% |
| Admin fee / account holder | $272 | $2,840-90.4% | $4,138-93.4% | $4,296-93.7% |