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 | $71,197-51.4% | $93,669-63.1% | $80,925-57.3% |
| Participation rate | 96.0% | 60.4%+35.6pp | 68.7%+27.3pp | 67.7%+28.3pp |
| Annual return | 10.48% | 11.27%-0.8pp | 133.59%-123.1pp | 35.65%-25.2pp |
| Employer contribution / active EE | $2,038 | $1,565+30.3% | $2,424-15.9% | $2,756-26.1% |
| Participant deferral / active EE | $4,238 | $4,036+5.0% | $4,416-4.0% | $4,299-1.4% |
| Admin fee / account holder | $295 | $6,959-95.8% | $8,291-96.4% | $6,940-95.7% |