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 | $35,226 | $167,503-79.0% | $151,627-76.8% | $134,493-73.8% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -3.35% | 7.80%-11.2pp | 3.33%-6.7pp | 418.01%-421.4pp |
| Employer contribution / active EE | $3,976 | $6,829-41.8% | $6,166-35.5% | $4,740-16.1% |
| Participant deferral / active EE | $4,827 | $8,985-46.3% | $8,363-42.3% | $6,400-24.6% |
| Admin fee / account holder | $0 | $13,777-100.0% | $11,612-100.0% | $11,425-100.0% |