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 | $42,137 | $108,942-61.3% | $100,415-58.0% | $145,897-71.1% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 15.19% | 58.27%-43.1pp | 49.47%-34.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,170 | $4,422-73.5% | $3,943-70.3% | $4,663-74.9% |
| Participant deferral / active EE | $4,440 | $8,461-47.5% | $8,091-45.1% | $6,689-33.6% |
| Admin fee / account holder | $87 | $9,702-99.1% | $7,906-98.9% | $13,390-99.4% |