Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,822 | $100,970-70.5% | $96,576-69.1% | $137,256-78.3% |
| Participation rate | 77.8% | 82.6%-4.8pp | 81.4%-3.7pp | 80.0%-2.2pp |
| Annual return | 18.76% | 38.16%-19.4pp | 38.47%-19.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,582 | $3,809-58.5% | $3,553-55.5% | $4,156-61.9% |
| Participant deferral / active EE | $8,552 | $8,286+3.2% | $7,956+7.5% | $6,407+33.5% |
| Admin fee / account holder | $2 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |