Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,232 | $162,136-74.0% | $152,301-72.3% | $154,746-72.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.09% | 91.02%-69.9pp | 80.50%-59.4pp | 172.34%-151.2pp |
| Employer contribution / active EE | $1,723 | $4,890-64.8% | $4,624-62.7% | $4,379-60.7% |
| Participant deferral / active EE | $5,797 | $8,341-30.5% | $8,004-27.6% | $6,730-13.9% |
| Admin fee / account holder | $99 | $15,759-99.4% | $14,398-99.3% | $14,365-99.3% |