Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,349 | $111,814-70.2% | $103,378-67.7% | $145,978-77.2% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.1pp |
| Annual return | 16.92% | 24.80%-7.9pp | 24.91%-8.0pp | 550.52%-533.6pp |
| Employer contribution / active EE | $2,200 | $4,215-47.8% | $3,870-43.1% | $4,662-52.8% |
| Participant deferral / active EE | $4,054 | $5,618-27.8% | $5,058-19.8% | $6,690-39.4% |
| Admin fee / account holder | $215 | $9,764-97.8% | $8,401-97.4% | $13,400-98.4% |