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 | $24,268 | $54,541-55.5% | $78,778-69.2% | $70,126-65.4% |
| Participation rate | 71.4% | 60.8%+10.6pp | 69.2%+2.2pp | 69.5%+1.9pp |
| Annual return | 15.92% | 21.07%-5.1pp | 35.62%-19.7pp | 73.15%-57.2pp |
| Employer contribution / active EE | $701 | $1,089-35.6% | $1,986-64.7% | $2,343-70.1% |
| Participant deferral / active EE | $1,343 | $2,210-39.3% | $2,958-54.6% | $3,332-59.7% |
| Admin fee / account holder | $248 | $3,709-93.3% | $5,134-95.2% | $4,645-94.7% |