Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,608 | $161,352-86.0% | $134,172-83.2% | $137,256-83.5% |
| Participation rate | 88.9% | 78.3%+10.6pp | 72.5%+16.4pp | 80.0%+8.9pp |
| Annual return | 17.62% | 28.72%-11.1pp | 25.30%-7.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,067 | $4,099-25.2% | $3,420-10.3% | $4,156-26.2% |
| Participant deferral / active EE | $4,287 | $5,552-22.8% | $4,690-8.6% | $6,407-33.1% |
| Admin fee / account holder | $136 | $15,028-99.1% | $12,016-98.9% | $12,270-98.9% |