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 | $51,510 | $65,364-21.2% | $92,909-44.6% | $72,975-29.4% |
| Participation rate | 97.0% | 68.3%+28.7pp | 76.0%+21.0pp | 69.5%+27.5pp |
| Annual return | 18.53% | 42.11%-23.6pp | 109.44%-90.9pp | 81.01%-62.5pp |
| Employer contribution / active EE | $2,298 | $2,594-11.4% | $3,653-37.1% | $2,440-5.8% |
| Participant deferral / active EE | $4,075 | $3,128+30.3% | $4,238-3.8% | $3,608+13.0% |
| Admin fee / account holder | $259 | $4,251-93.9% | $5,795-95.5% | $5,124-95.0% |