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 | $38,289 | $185,312-79.3% | $161,489-76.3% | $154,746-75.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 21.15% | 103.84%-82.7pp | 89.72%-68.6pp | 172.34%-151.2pp |
| Employer contribution / active EE | $2,529 | $4,769-47.0% | $4,268-40.7% | $4,379-42.2% |
| Participant deferral / active EE | $8,955 | $6,350+41.0% | $5,630+59.1% | $6,730+33.1% |
| Admin fee / account holder | $232 | $18,654-98.8% | $16,006-98.5% | $14,365-98.4% |