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 | $38,695 | $153,311-74.8% | $109,313-64.6% | $273,972-85.9% |
| Participation rate | 85.7% | 80.1%+5.6pp | 71.3%+14.4pp | 83.0%+2.7pp |
| Annual return | 9.81% | 29.86%-20.1pp | 22.07%-12.3pp | 41.46%-31.7pp |
| Employer contribution / active EE | $2,088 | $5,619-62.8% | $3,892-46.3% | $4,869-57.1% |
| Participant deferral / active EE | $6,408 | $3,932+63.0% | $3,166+102.4% | $5,287+21.2% |
| Admin fee / account holder | $231 | $8,076-97.1% | $5,666-95.9% | $10,133-97.7% |