Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,216 | $63,845-66.8% | $81,370-73.9% | $80,959-73.8% |
| Participation rate | 95.7% | 63.9%+31.9pp | 69.5%+26.2pp | 67.7%+28.1pp |
| Annual return | 13.11% | 16.37%-3.3pp | 24.85%-11.7pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,481 | $1,980+25.3% | $2,464+0.7% | $2,757-10.0% |
| Participant deferral / active EE | $2,587 | $3,093-16.4% | $3,885-33.4% | $4,300-39.8% |
| Admin fee / account holder | $131 | $5,688-97.7% | $5,749-97.7% | $6,925-98.1% |