Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,610 | $76,407-90.0% | $150,298-94.9% | $82,448-90.8% |
| Participation rate | 96.6% | 66.4%+30.2pp | 77.8%+18.8pp | 68.1%+28.5pp |
| Annual return | 21.52% | 39.99%-18.5pp | 62.79%-41.3pp | 41.64%-20.1pp |
| Employer contribution / active EE | $927 | $2,614-64.5% | $4,154-77.7% | $2,551-63.6% |
| Participant deferral / active EE | $2,365 | $3,214-26.4% | $5,453-56.6% | $4,139-42.9% |
| Admin fee / account holder | $151 | $6,352-97.6% | $14,116-98.9% | $7,234-97.9% |