Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,955 | $202,460-83.2% | $169,385-80.0% | $139,456-75.7% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 21.54% | 532.07%-510.5pp | 405.82%-384.3pp | 373.45%-351.9pp |
| Employer contribution / active EE | $2,327 | $4,691-50.4% | $4,012-42.0% | $4,753-51.0% |
| Participant deferral / active EE | $2,327 | $6,938-66.5% | $6,221-62.6% | $6,711-65.3% |
| Admin fee / account holder | $26 | $10,719-99.8% | $9,011-99.7% | $11,407-99.8% |