Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,745 | $87,544-53.5% | $75,784-46.2% | $125,388-67.5% |
| Participation rate | 70.0% | 80.2%-10.2pp | 75.8%-5.8pp | 83.2%-13.2pp |
| Annual return | 2.36% | 13.49%-11.1pp | 9.68%-7.3pp | 282.24%-279.9pp |
| Employer contribution / active EE | $1,712 | $3,930-56.4% | $3,323-48.5% | $4,866-64.8% |
| Participant deferral / active EE | $4,772 | $4,229+12.8% | $3,652+30.7% | $5,352-10.8% |
| Admin fee / account holder | $6 | $6,502-99.9% | $5,300-99.9% | $9,541-99.9% |