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 | $27,153 | $100,901-73.1% | $75,501-64.0% | $147,586-81.6% |
| Participation rate | 95.7% | 77.1%+18.5pp | 72.4%+23.3pp | 82.8%+12.8pp |
| Annual return | 9.70% | 35.78%-26.1pp | 27.35%-17.7pp | 578.59%-568.9pp |
| Employer contribution / active EE | $943 | $3,253-71.0% | $2,352-59.9% | $4,876-80.7% |
| Participant deferral / active EE | $1,665 | $4,027-58.7% | $3,142-47.0% | $5,439-69.4% |
| Admin fee / account holder | $148 | $11,285-98.7% | $5,801-97.4% | $10,886-98.6% |