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 | $44,833 | $60,349-25.7% | $74,184-39.6% | $62,881-28.7% |
| Participation rate | 73.6% | 72.7%+0.9pp | 76.6%-3.0pp | 69.3%+4.3pp |
| Annual return | 8.88% | 21.38%-12.5pp | 17.74%-8.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $929 | $1,680-44.7% | $2,370-60.8% | $2,281-59.3% |
| Participant deferral / active EE | $3,444 | $2,856+20.6% | $3,550-3.0% | $3,203+7.5% |
| Admin fee / account holder | $191 | $4,261-95.5% | $5,586-96.6% | $4,296-95.6% |