Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,662 | $102,609-71.1% | $98,090-69.8% | $138,895-78.6% |
| Participation rate | 86.7% | 82.8%+3.9pp | 81.5%+5.1pp | 79.9%+6.7pp |
| Annual return | 18.88% | 36.44%-17.6pp | 37.05%-18.2pp | 145.39%-126.5pp |
| Employer contribution / active EE | $1,761 | $3,867-54.5% | $3,606-51.2% | $4,194-58.0% |
| Participant deferral / active EE | $4,146 | $8,167-49.2% | $7,845-47.2% | $6,396-35.2% |
| Admin fee / account holder | $16 | $11,434-99.9% | $11,815-99.9% | $12,562-99.9% |