Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,245 | $115,911-84.3% | $100,530-81.9% | $158,950-88.5% |
| Participation rate | 73.7% | 81.6%-7.9pp | 79.4%-5.7pp | 82.0%-8.3pp |
| Annual return | 30.16% | 34.80%-4.6pp | 30.89%-0.7pp | 302.91%-272.7pp |
| Employer contribution / active EE | $2,609 | $4,104-36.4% | $3,418-23.7% | $4,762-45.2% |
| Participant deferral / active EE | $6,712 | $6,676+0.5% | $6,271+7.0% | $5,983+12.2% |
| Admin fee / account holder | $253 | $10,999-97.7% | $8,083-96.9% | $11,248-97.7% |