Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,572 | $71,057-51.3% | $93,654-63.1% | $80,874-57.3% |
| Participation rate | 96.0% | 60.4%+35.6pp | 68.7%+27.3pp | 67.6%+28.4pp |
| Annual return | 10.48% | 11.26%-0.8pp | 133.34%-122.9pp | 35.62%-25.1pp |
| Employer contribution / active EE | $2,038 | $1,564+30.3% | $2,421-15.8% | $2,756-26.0% |
| Participant deferral / active EE | $4,238 | $4,034+5.1% | $4,413-4.0% | $4,297-1.4% |
| Admin fee / account holder | $295 | $6,944-95.7% | $8,282-96.4% | $6,935-95.7% |