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 | $5,794 | $23,330-75.2% | $64,489-91.0% | $82,448-93.0% |
| Participation rate | 79.3% | 68.3%+11.0pp | 67.7%+11.6pp | 68.1%+11.2pp |
| Annual return | 16.93% | 83.66%-66.7pp | 55.03%-38.1pp | 41.64%-24.7pp |
| Employer contribution / active EE | $696 | $824-15.6% | $1,523-54.3% | $2,551-72.7% |
| Participant deferral / active EE | $1,249 | $1,707-26.9% | $2,778-55.1% | $4,139-69.8% |
| Admin fee / account holder | $160 | $2,946-94.6% | $4,260-96.2% | $7,234-97.8% |