Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,316 | $174,379-75.2% | $152,093-71.5% | $138,895-68.8% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 18.31% | 74.86%-56.5pp | 66.36%-48.0pp | 145.39%-127.1pp |
| Employer contribution / active EE | $3,001 | $4,652-35.5% | $4,175-28.1% | $4,194-28.4% |
| Participant deferral / active EE | $4,593 | $6,159-25.4% | $5,451-15.7% | $6,396-28.2% |
| Admin fee / account holder | $8 | $16,880-100.0% | $14,497-99.9% | $12,562-99.9% |