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 | $55,353 | $55,684-0.6% | $75,900-27.1% | $72,976-24.1% |
| Participation rate | 75.6% | 61.1%+14.5pp | 69.3%+6.3pp | 69.5%+6.1pp |
| Annual return | 26.60% | 27.60%-1.0pp | 30.73%-4.1pp | 81.02%-54.4pp |
| Employer contribution / active EE | $2,884 | $1,687+71.0% | $2,501+15.3% | $2,440+18.2% |
| Participant deferral / active EE | $1,762 | $2,634-33.1% | $3,604-51.1% | $3,608-51.2% |
| Admin fee / account holder | $33 | $3,981-99.2% | $5,421-99.4% | $5,124-99.4% |