Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,067 | $100,262-69.0% | $81,370-61.8% | $145,897-78.7% |
| Participation rate | 71.4% | 74.3%-2.9pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 12.40% | 34.52%-22.1pp | 24.85%-12.4pp | 552.29%-539.9pp |
| Employer contribution / active EE | $4,003 | $2,979+34.4% | $2,464+62.5% | $4,663-14.1% |
| Participant deferral / active EE | $6,603 | $4,612+43.2% | $3,885+70.0% | $6,689-1.3% |
| Admin fee / account holder | $244 | $8,163-97.0% | $5,749-95.8% | $13,390-98.2% |