Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,915 | $154,228-87.1% | $145,433-86.3% | $137,256-85.5% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 80.0%+10.5pp |
| Annual return | 31.53% | 74.59%-43.1pp | 66.58%-35.0pp | 220.34%-188.8pp |
| Employer contribution / active EE | $2,099 | $4,804-56.3% | $4,554-53.9% | $4,156-49.5% |
| Participant deferral / active EE | $2,909 | $8,216-64.6% | $7,897-63.2% | $6,407-54.6% |
| Admin fee / account holder | $61 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |