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 | $43,472 | $47,848-9.1% | $81,473-46.6% | $70,126-38.0% |
| Participation rate | 93.1% | 58.3%+34.8pp | 68.0%+25.1pp | 69.5%+23.6pp |
| Annual return | 20.72% | 27.25%-6.5pp | 38.78%-18.1pp | 73.15%-52.4pp |
| Employer contribution / active EE | $1,996 | $1,527+30.7% | $2,568-22.3% | $2,343-14.8% |
| Participant deferral / active EE | $2,897 | $2,453+18.1% | $3,537-18.1% | $3,332-13.1% |
| Admin fee / account holder | $296 | $3,145-90.6% | $4,561-93.5% | $4,645-93.6% |