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 | $42,793 | $131,835-67.5% | $108,582-60.6% | $273,972-84.4% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 8.77% | -91.57%+100.3pp | -51.70%+60.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,075 | $4,913-78.1% | $3,758-71.4% | $4,869-77.9% |
| Participant deferral / active EE | $1,843 | $5,127-64.1% | $4,311-57.3% | $5,287-65.1% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |