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 | $27,657 | $54,541-49.3% | $78,778-64.9% | $70,124-60.6% |
| Participation rate | 78.1% | 60.8%+17.3pp | 69.2%+8.9pp | 69.5%+8.6pp |
| Annual return | 14.30% | 21.07%-6.8pp | 35.62%-21.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $974 | $1,089-10.5% | $1,986-50.9% | $2,342-58.4% |
| Participant deferral / active EE | $4,434 | $2,210+100.6% | $2,958+49.9% | $3,332+33.1% |
| Admin fee / account holder | $15 | $3,709-99.6% | $5,134-99.7% | $4,645-99.7% |