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 | $27,212 | $100,970-73.0% | $96,576-71.8% | $137,256-80.2% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 24.04% | 38.16%-14.1pp | 38.47%-14.4pp | 220.34%-196.3pp |
| Employer contribution / active EE | $2,250 | $3,809-40.9% | $3,553-36.7% | $4,156-45.9% |
| Participant deferral / active EE | $3,441 | $8,286-58.5% | $7,956-56.8% | $6,407-46.3% |
| Admin fee / account holder | $45 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |