Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,690 | $81,457-56.2% | $103,378-65.5% | $80,911-55.9% |
| Participation rate | 78.0% | 66.8%+11.2pp | 74.5%+3.5pp | 67.6%+10.4pp |
| Annual return | 12.16% | 25.58%-13.4pp | 24.91%-12.7pp | 35.63%-23.5pp |
| Employer contribution / active EE | $4,897 | $3,107+57.6% | $3,870+26.5% | $2,756+77.7% |
| Participant deferral / active EE | $2,429 | $3,871-37.3% | $5,058-52.0% | $4,297-43.5% |
| Admin fee / account holder | $198 | $6,717-97.1% | $8,401-97.6% | $6,935-97.1% |