Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,356 | $181,062-47.9% | $158,223-40.4% | $155,188-39.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 17.45% | 57.39%-39.9pp | 52.09%-34.6pp | 148.84%-131.4pp |
| Employer contribution / active EE | $2,206 | $4,565-51.7% | $4,109-46.3% | $4,248-48.1% |
| Participant deferral / active EE | $6,188 | $6,134+0.9% | $5,467+13.2% | $6,531-5.2% |
| Admin fee / account holder | $22 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |