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 | $30,322 | $88,707-65.8% | $74,184-59.1% | $273,972-88.9% |
| Participation rate | 86.7% | 79.4%+7.2pp | 76.6%+10.0pp | 83.0%+3.7pp |
| Annual return | 7.63% | 11.94%-4.3pp | 17.74%-10.1pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,507 | $3,159-52.3% | $2,370-36.4% | $4,869-69.1% |
| Participant deferral / active EE | $3,082 | $4,212-26.8% | $3,550-13.2% | $5,287-41.7% |
| Admin fee / account holder | $111 | $8,717-98.7% | $5,586-98.0% | $10,133-98.9% |