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 | $62,403 | $100,970-38.2% | $96,576-35.4% | $137,256-54.5% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 20.36% | 38.16%-17.8pp | 38.47%-18.1pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,017 | $3,809-47.1% | $3,553-43.2% | $4,156-51.5% |
| Participant deferral / active EE | $5,439 | $8,286-34.4% | $7,956-31.6% | $6,407-15.1% |
| Admin fee / account holder | $130 | $11,312-98.9% | $11,381-98.9% | $12,270-98.9% |