Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,024 | $154,228-76.0% | $145,433-74.5% | $137,256-73.0% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 19.79% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,697 | $4,804-64.7% | $4,554-62.7% | $4,156-59.2% |
| Participant deferral / active EE | $2,638 | $8,216-67.9% | $7,897-66.6% | $6,407-58.8% |
| Admin fee / account holder | $209 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |