Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,005 | $154,228-77.3% | $145,433-75.9% | $137,256-74.5% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 33.38% | 74.59%-41.2pp | 66.58%-33.2pp | 220.34%-187.0pp |
| Employer contribution / active EE | $3,690 | $4,804-23.2% | $4,554-19.0% | $4,156-11.2% |
| Participant deferral / active EE | $6,176 | $8,216-24.8% | $7,897-21.8% | $6,407-3.6% |
| Admin fee / account holder | $203 | $14,344-98.6% | $13,129-98.5% | $12,270-98.3% |