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 | $32,121 | $212,386-84.9% | $199,883-83.9% | $138,895-76.9% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 19.38% | 47.75%-28.4pp | 43.81%-24.4pp | 145.39%-126.0pp |
| Employer contribution / active EE | $2,609 | $6,625-60.6% | $6,261-58.3% | $4,194-37.8% |
| Participant deferral / active EE | $4,526 | $9,617-52.9% | $9,138-50.5% | $6,396-29.2% |
| Admin fee / account holder | $272 | $18,233-98.5% | $17,268-98.4% | $12,562-97.8% |