Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,573 | $100,147-68.5% | $81,286-61.2% | $145,877-78.4% |
| Participation rate | 77.3% | 74.2%+3.1pp | 69.5%+7.8pp | 80.3%-3.0pp |
| Annual return | 17.17% | 34.44%-17.3pp | 24.80%-7.6pp | 551.28%-534.1pp |
| Employer contribution / active EE | $1,891 | $2,977-36.5% | $2,463-23.2% | $4,663-59.4% |
| Participant deferral / active EE | $2,912 | $4,607-36.8% | $3,883-25.0% | $6,691-56.5% |
| Admin fee / account holder | $227 | $8,201-97.2% | $5,764-96.1% | $13,402-98.3% |