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 | $50,391 | $78,428-35.7% | $95,960-47.5% | $79,852-36.9% |
| Participation rate | 88.4% | 73.5%+14.9pp | 77.1%+11.3pp | 69.6%+18.7pp |
| Annual return | 18.20% | 19.37%-1.2pp | 91.63%-73.4pp | 31.72%-13.5pp |
| Employer contribution / active EE | $2,176 | $1,945+11.9% | $2,541-14.4% | $2,471-11.9% |
| Participant deferral / active EE | $4,897 | $3,440+42.3% | $4,167+17.5% | $3,740+30.9% |
| Admin fee / account holder | $285 | $5,622-94.9% | $6,797-95.8% | $5,306-94.6% |