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 | $37,381 | $135,956-72.5% | $123,894-69.8% | $273,972-86.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 19.05% | 56.63%-37.6pp | 47.52%-28.5pp | 41.46%-22.4pp |
| Employer contribution / active EE | $7,749 | $5,170+49.9% | $4,617+67.9% | $4,869+59.2% |
| Participant deferral / active EE | $7,635 | $6,343+20.4% | $5,984+27.6% | $5,287+44.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |