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 | $25,050 | $185,312-86.5% | $161,489-84.5% | $154,746-83.8% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 25.61% | 103.84%-78.2pp | 89.72%-64.1pp | 172.34%-146.7pp |
| Employer contribution / active EE | $3,060 | $4,769-35.8% | $4,268-28.3% | $4,379-30.1% |
| Participant deferral / active EE | $7,424 | $6,350+16.9% | $5,630+31.9% | $6,730+10.3% |
| Admin fee / account holder | $85 | $18,654-99.5% | $16,006-99.5% | $14,365-99.4% |