Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,767 | $77,472-16.4% | $100,392-35.5% | $80,935-20.0% |
| Participation rate | 86.7% | 76.9%+9.7pp | 81.5%+5.2pp | 67.7%+19.0pp |
| Annual return | 13.87% | 37.26%-23.4pp | 49.45%-35.6pp | 35.66%-21.8pp |
| Employer contribution / active EE | $3,607 | $2,800+28.8% | $3,941-8.5% | $2,757+30.8% |
| Participant deferral / active EE | $4,100 | $6,818-39.9% | $8,090-49.3% | $4,299-4.6% |
| Admin fee / account holder | $189 | $5,885-96.8% | $7,904-97.6% | $6,924-97.3% |