Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,300 | $100,970-72.0% | $96,576-70.7% | $137,256-79.4% |
| Participation rate | 89.5% | 82.6%+6.9pp | 81.4%+8.0pp | 80.0%+9.5pp |
| Annual return | 21.72% | 38.16%-16.4pp | 38.47%-16.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,498 | $3,809-60.7% | $3,553-57.8% | $4,156-64.0% |
| Participant deferral / active EE | $4,535 | $8,286-45.3% | $7,956-43.0% | $6,407-29.2% |
| Admin fee / account holder | $32 | $11,312-99.7% | $11,381-99.7% | $12,270-99.7% |