Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,806 | $155,555-40.3% | $146,866-36.8% | $155,188-40.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 14.85% | 115.41%-100.6pp | 102.85%-88.0pp | 148.84%-134.0pp |
| Employer contribution / active EE | $3,041 | $4,647-34.6% | $4,425-31.3% | $4,248-28.4% |
| Participant deferral / active EE | $8,318 | $8,044+3.4% | $7,759+7.2% | $6,531+27.4% |
| Admin fee / account holder | $227 | $14,755-98.5% | $13,620-98.3% | $14,480-98.4% |