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 | $63,626 | $95,193-33.2% | $76,523-16.9% | $135,382-53.0% |
| Participation rate | 77.8% | 74.4%+3.4pp | 68.0%+9.8pp | 82.6%-4.9pp |
| Annual return | 6.56% | 4.85%+1.7pp | -0.27%+6.8pp | 519.77%-513.2pp |
| Employer contribution / active EE | $452 | $3,302-86.3% | $2,647-82.9% | $4,779-90.5% |
| Participant deferral / active EE | $1,889 | $4,639-59.3% | $3,835-50.7% | $5,609-66.3% |
| Admin fee / account holder | $57 | $6,249-99.1% | $4,848-98.8% | $10,829-99.5% |