Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,108 | $141,004-61.6% | $112,273-51.8% | $139,456-61.2% |
| Participation rate | 88.9% | 79.2%+9.7pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 26.31% | 32.75%-6.4pp | 30.23%-3.9pp | 373.45%-347.1pp |
| Employer contribution / active EE | $1,610 | $4,285-62.4% | $3,431-53.1% | $4,753-66.1% |
| Participant deferral / active EE | $4,687 | $5,878-20.3% | $4,800-2.3% | $6,711-30.2% |
| Admin fee / account holder | $229 | $9,959-97.7% | $7,752-97.0% | $11,407-98.0% |