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 | $31,585 | $135,956-76.8% | $123,894-74.5% | $273,972-88.5% |
| Participation rate | 81.3% | 84.1%-2.8pp | 81.4%-0.2pp | 83.0%-1.8pp |
| Annual return | 12.81% | 56.63%-43.8pp | 47.52%-34.7pp | 41.46%-28.6pp |
| Employer contribution / active EE | $3,803 | $5,170-26.4% | $4,617-17.6% | $4,869-21.9% |
| Participant deferral / active EE | $6,493 | $6,343+2.4% | $5,984+8.5% | $5,287+22.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |