Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,764 | $154,228-69.0% | $145,433-67.2% | $137,256-65.2% |
| Participation rate | 95.8% | 83.8%+12.0pp | 82.1%+13.7pp | 80.0%+15.9pp |
| Annual return | 47.20% | 74.59%-27.4pp | 66.58%-19.4pp | 220.34%-173.1pp |
| Employer contribution / active EE | $3,013 | $4,804-37.3% | $4,554-33.8% | $4,156-27.5% |
| Participant deferral / active EE | $5,868 | $8,216-28.6% | $7,897-25.7% | $6,407-8.4% |
| Admin fee / account holder | $64 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |