Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,235 | $63,365-6.5% | $91,994-35.6% | $72,976-18.8% |
| Participation rate | 77.4% | 72.5%+4.9pp | 78.6%-1.2pp | 69.5%+7.9pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.04%-69.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,866 | $2,116-11.8% | $3,453-46.0% | $2,440-23.5% |
| Participant deferral / active EE | $2,921 | $4,883-40.2% | $5,924-50.7% | $3,608-19.0% |
| Admin fee / account holder | $186 | $4,670-96.0% | $7,744-97.6% | $5,124-96.4% |