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 | $31,214 | $117,904-73.5% | $102,457-69.5% | $145,978-78.6% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 17.60% | 31.80%-14.2pp | 29.41%-11.8pp | 550.52%-532.9pp |
| Employer contribution / active EE | $3,435 | $3,613-4.9% | $3,022+13.7% | $4,662-26.3% |
| Participant deferral / active EE | $5,086 | $5,733-11.3% | $5,054+0.6% | $6,690-24.0% |
| Admin fee / account holder | $103 | $13,329-99.2% | $9,451-98.9% | $13,400-99.2% |