Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,049 | $100,970-26.7% | $96,576-23.3% | $137,256-46.1% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 21.04% | 38.16%-17.1pp | 38.47%-17.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,493 | $3,809-34.6% | $3,553-29.9% | $4,156-40.0% |
| Participant deferral / active EE | $5,872 | $8,286-29.1% | $7,956-26.2% | $6,407-8.3% |
| Admin fee / account holder | $34 | $11,312-99.7% | $11,381-99.7% | $12,270-99.7% |