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 | $22,449 | $60,504-62.9% | $81,882-72.6% | $74,478-69.9% |
| Participation rate | 70.4% | 62.9%+7.5pp | 72.4%-2.0pp | 67.2%+3.1pp |
| Annual return | 14.97% | 16.91%-1.9pp | 779.47%-764.5pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $1,269 | $2,627-51.7% | $2,916-56.5% | $2,626-51.7% |
| Participant deferral / active EE | $4,299 | $3,400+26.4% | $4,323-0.6% | $4,350-1.2% |
| Admin fee / account holder | $272 | $1,492-81.8% | $7,360-96.3% | $1,946-86.0% |