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 | $19,036 | $90,486-79.0% | $78,676-75.8% | $273,972-93.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.51% | 75.62%-67.1pp | 62.19%-53.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,381 | $3,175-25.0% | $2,850-16.5% | $4,869-51.1% |
| Participant deferral / active EE | $1,808 | $3,901-53.6% | $3,517-48.6% | $5,287-65.8% |
| Admin fee / account holder | $100 | $5,263-98.1% | $4,510-97.8% | $10,133-99.0% |