Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,328 | $76,407-61.6% | $150,298-80.5% | $82,448-64.4% |
| Participation rate | 92.1% | 66.4%+25.7pp | 77.8%+14.3pp | 68.1%+24.0pp |
| Annual return | 25.05% | 39.99%-14.9pp | 62.79%-37.7pp | 41.64%-16.6pp |
| Employer contribution / active EE | $3,020 | $2,614+15.5% | $4,154-27.3% | $2,551+18.4% |
| Participant deferral / active EE | $5,640 | $3,214+75.5% | $5,453+3.4% | $4,139+36.3% |
| Admin fee / account holder | $239 | $6,352-96.2% | $14,116-98.3% | $7,234-96.7% |