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 | $32,213 | $185,312-82.6% | $161,489-80.1% | $154,746-79.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.34% | 103.84%-86.5pp | 89.72%-72.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $5,539 | $4,769+16.1% | $4,268+29.8% | $4,379+26.5% |
| Participant deferral / active EE | $6,513 | $6,350+2.6% | $5,630+15.7% | $6,730-3.2% |
| Admin fee / account holder | $193 | $18,654-99.0% | $16,006-98.8% | $14,365-98.7% |