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 | $36,780 | $51,184-28.1% | $66,439-44.6% | $86,983-57.7% |
| Participation rate | 96.6% | 68.5%+28.1pp | 74.5%+22.1pp | 69.5%+27.0pp |
| Annual return | 12.20% | 17.07%-4.9pp | 757.66%-745.5pp | 25.83%-13.6pp |
| Employer contribution / active EE | $913 | $2,023-54.9% | $2,637-65.4% | $2,584-64.7% |
| Participant deferral / active EE | $4,731 | $2,927+61.6% | $3,876+22.1% | $4,194+12.8% |
| Admin fee / account holder | $184 | $4,154-95.6% | $6,173-97.0% | $7,856-97.7% |