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 | $33,820 | $69,383-51.3% | $101,275-66.6% | $73,497-54.0% |
| Participation rate | 71.0% | 68.4%+2.6pp | 75.8%-4.8pp | 70.7%+0.3pp |
| Annual return | 33.64% | 18.46%+15.2pp | 46.48%-12.8pp | 28.51%+5.1pp |
| Employer contribution / active EE | $2,374 | $2,628-9.7% | $3,660-35.1% | $2,270+4.6% |
| Participant deferral / active EE | $4,439 | $3,301+34.5% | $4,371+1.6% | $3,740+18.7% |
| Admin fee / account holder | $299 | $704-57.5% | $5,948-95.0% | $513-41.7% |