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 | $40,128 | $155,555-74.2% | $146,866-72.7% | $155,188-74.1% |
| Participation rate | 94.1% | 84.0%+10.2pp | 82.5%+11.6pp | 80.8%+13.3pp |
| Annual return | 19.40% | 115.41%-96.0pp | 102.85%-83.5pp | 148.84%-129.4pp |
| Employer contribution / active EE | $2,848 | $4,647-38.7% | $4,425-35.6% | $4,248-32.9% |
| Participant deferral / active EE | $6,506 | $8,044-19.1% | $7,759-16.1% | $6,531-0.4% |
| Admin fee / account holder | $285 | $14,755-98.1% | $13,620-97.9% | $14,480-98.0% |