Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,726 | $139,948-76.6% | $121,663-73.1% | $154,746-78.9% |
| Participation rate | 91.7% | 78.0%+13.7pp | 74.5%+17.2pp | 80.7%+11.0pp |
| Annual return | 18.89% | 230.52%-211.6pp | 147.54%-128.7pp | 172.34%-153.4pp |
| Employer contribution / active EE | $3,163 | $3,521-10.2% | $3,020+4.7% | $4,379-27.8% |
| Participant deferral / active EE | $6,406 | $5,629+13.8% | $4,887+31.1% | $6,730-4.8% |
| Admin fee / account holder | $275 | $17,321-98.4% | $14,289-98.1% | $14,365-98.1% |