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 | $53,547 | $131,167-59.2% | $358,286-85.1% | $131,167-59.2% |
| Participation rate | 83.0% | 70.6%+12.4pp | 90.2%-7.2pp | 70.6%+12.4pp |
| Annual return | 12.00% | 14.69%-2.7pp | -17.12%+29.1pp | 14.69%-2.7pp |
| Employer contribution / active EE | $1,415 | $3,654-61.3% | $8,560-83.5% | $3,654-61.3% |
| Participant deferral / active EE | $2,471 | $4,079-39.4% | $9,815-74.8% | $4,079-39.4% |
| Admin fee / account holder | $290 | $12,045-97.6% | $26,097-98.9% | $12,045-97.6% |