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 | $32,965 | $140,592-76.6% | $123,106-73.2% | $125,388-73.7% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | 0.00% | 16.80%-16.8pp | 13.22%-13.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $7,350 | $6,041+21.7% | $5,151+42.7% | $4,866+51.0% |
| Participant deferral / active EE | $9,854 | $6,980+41.2% | $6,229+58.2% | $5,352+84.1% |
| Admin fee / account holder | $98 | $11,198-99.1% | $9,015-98.9% | $9,541-99.0% |