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 | $93,926 | $124,425-24.5% | $112,040-16.2% | $137,256-31.6% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 19.13% | 24.72%-5.6pp | 24.52%-5.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,944 | $3,411-43.0% | $2,954-34.2% | $4,156-53.2% |
| Participant deferral / active EE | $2,544 | $5,718-55.5% | $5,098-50.1% | $6,407-60.3% |
| Admin fee / account holder | $83 | $15,207-99.5% | $12,098-99.3% | $12,270-99.3% |