Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,007 | $181,896-80.2% | $156,551-77.0% | $273,972-86.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.33% | 30.74%-17.4pp | 32.23%-18.9pp | 41.46%-28.1pp |
| Employer contribution / active EE | $1,945 | $6,248-68.9% | $5,501-64.6% | $4,869-60.1% |
| Participant deferral / active EE | $2,532 | $5,550-54.4% | $4,871-48.0% | $5,287-52.1% |
| Admin fee / account holder | $141 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |