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 | $45,284 | $67,411-32.8% | $91,004-50.2% | $70,126-35.4% |
| Participation rate | 78.0% | 71.4%+6.7pp | 75.6%+2.4pp | 69.5%+8.5pp |
| Annual return | 19.09% | -40.16%+59.3pp | 4.60%+14.5pp | 73.15%-54.1pp |
| Employer contribution / active EE | $2,034 | $1,786+13.9% | $2,456-17.2% | $2,343-13.2% |
| Participant deferral / active EE | $3,681 | $2,823+30.4% | $3,548+3.8% | $3,332+10.5% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |