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 | $37,995 | $95,917-60.4% | $79,583-52.3% | $134,545-71.8% |
| Participation rate | 84.2% | 75.0%+9.2pp | 69.5%+14.7pp | 81.2%+3.0pp |
| Annual return | 5.42% | -2.70%+8.1pp | 0.16%+5.3pp | 418.37%-413.0pp |
| Employer contribution / active EE | $1,502 | $3,129-52.0% | $2,414-37.8% | $4,742-68.3% |
| Participant deferral / active EE | $3,738 | $4,694-20.4% | $3,986-6.2% | $6,401-41.6% |
| Admin fee / account holder | $286 | $9,132-96.9% | $6,835-95.8% | $11,431-97.5% |