Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,679 | $148,629-77.3% | $135,982-75.2% | $139,487-75.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 26.76% | 79.33%-52.6pp | 68.32%-41.6pp | 373.84%-347.1pp |
| Employer contribution / active EE | $2,548 | $5,247-51.4% | $4,859-47.6% | $4,755-46.4% |
| Participant deferral / active EE | $9,624 | $8,102+18.8% | $7,760+24.0% | $6,713+43.4% |
| Admin fee / account holder | $216 | $12,406-98.3% | $10,767-98.0% | $11,407-98.1% |