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 | $31,227 | $127,387-75.5% | $115,038-72.9% | $125,389-75.1% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | 4.06% | 31.28%-27.2pp | 26.14%-22.1pp | 282.24%-278.2pp |
| Employer contribution / active EE | $3,702 | $5,166-28.3% | $4,608-19.6% | $4,866-23.9% |
| Participant deferral / active EE | $9,901 | $6,423+54.1% | $6,026+64.3% | $5,352+85.0% |
| Admin fee / account holder | $159 | $9,516-98.3% | $8,175-98.1% | $9,541-98.3% |