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 | $29,415 | $72,272-59.3% | $101,264-71.0% | $79,858-63.2% |
| Participation rate | 82.4% | 68.5%+13.9pp | 75.8%+6.5pp | 69.6%+12.7pp |
| Annual return | 22.78% | 22.30%+0.5pp | 46.48%-23.7pp | 31.72%-8.9pp |
| Employer contribution / active EE | $2,631 | $2,692-2.3% | $3,660-28.1% | $2,471+6.5% |
| Participant deferral / active EE | $1,871 | $3,282-43.0% | $4,370-57.2% | $3,740-50.0% |
| Admin fee / account holder | $128 | $4,401-97.1% | $5,947-97.8% | $5,306-97.6% |