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 | $37,333 | $201,370-81.5% | $184,256-79.7% | $145,897-74.4% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 24.90% | 29.05%-4.1pp | 28.85%-3.9pp | 552.29%-527.4pp |
| Employer contribution / active EE | $2,723 | $7,024-61.2% | $6,427-57.6% | $4,663-41.6% |
| Participant deferral / active EE | $4,168 | $9,808-57.5% | $9,133-54.4% | $6,689-37.7% |
| Admin fee / account holder | $51 | $16,364-99.7% | $13,899-99.6% | $13,390-99.6% |