Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,836 | $86,949-58.8% | $102,460-65.0% | $80,959-55.7% |
| Participation rate | 88.5% | 72.4%+16.1pp | 76.5%+12.0pp | 67.7%+20.8pp |
| Annual return | 17.38% | 18.89%-1.5pp | 29.47%-12.1pp | 35.67%-18.3pp |
| Employer contribution / active EE | $1,763 | $2,370-25.6% | $3,025-41.7% | $2,757-36.1% |
| Participant deferral / active EE | $6,010 | $4,121+45.8% | $5,056+18.9% | $4,300+39.8% |
| Admin fee / account holder | $9 | $8,048-99.9% | $9,460-99.9% | $6,925-99.9% |