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 | $44,438 | $67,602-34.3% | $82,312-46.0% | $70,126-36.6% |
| Participation rate | 92.5% | 72.8%+19.7pp | 76.9%+15.6pp | 69.5%+23.0pp |
| Annual return | 25.23% | 21.57%+3.7pp | 25.88%-0.6pp | 73.15%-47.9pp |
| Employer contribution / active EE | $1,109 | $1,755-36.8% | $2,428-54.3% | $2,343-52.7% |
| Participant deferral / active EE | $4,437 | $2,987+48.5% | $3,706+19.7% | $3,332+33.2% |
| Admin fee / account holder | $287 | $4,512-93.6% | $5,608-94.9% | $4,645-93.8% |