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 | $39,249 | $80,983-51.5% | $96,544-59.3% | $75,177-47.8% |
| Participation rate | 88.3% | 71.8%+16.5pp | 76.0%+12.3pp | 67.2%+21.1pp |
| Annual return | 35.53% | 27.05%+8.5pp | 25.88%+9.7pp | 160.75%-125.2pp |
| Employer contribution / active EE | $2,530 | $2,282+10.9% | $2,966-14.7% | $2,671-5.3% |
| Participant deferral / active EE | $4,321 | $3,929+10.0% | $4,851-10.9% | $4,126+4.7% |
| Admin fee / account holder | $136 | $6,717-98.0% | $8,254-98.4% | $5,651-97.6% |