Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,351 | $65,712-32.5% | $57,196-22.5% | $273,972-83.8% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | 7.95% | 22.01%-14.1pp | 14.59%-6.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $3,455 | $3,280+5.3% | $2,683+28.8% | $4,869-29.0% |
| Participant deferral / active EE | $5,492 | $3,782+45.2% | $3,096+77.4% | $5,287+3.9% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |