Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,382 | $183,592-86.7% | $155,574-84.3% | $145,877-83.3% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 10.20% | 61.37%-51.2pp | 64.87%-54.7pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,272 | $5,317-76.1% | $4,676-72.8% | $4,663-72.7% |
| Participant deferral / active EE | $2,172 | $6,466-66.4% | $5,629-61.4% | $6,691-67.5% |
| Admin fee / account holder | $299 | $19,316-98.5% | $15,914-98.1% | $13,402-97.8% |