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 | $22,634 | $148,623-84.8% | $135,974-83.4% | $139,466-83.8% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 21.99% | 79.30%-57.3pp | 68.30%-46.3pp | 373.66%-351.7pp |
| Employer contribution / active EE | $2,291 | $5,246-56.3% | $4,859-52.9% | $4,754-51.8% |
| Participant deferral / active EE | $4,398 | $8,103-45.7% | $7,760-43.3% | $6,712-34.5% |
| Admin fee / account holder | $67 | $12,406-99.5% | $10,767-99.4% | $11,409-99.4% |