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 | $15,791 | $154,228-89.8% | $145,433-89.1% | $137,256-88.5% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 28.04% | 74.59%-46.5pp | 66.58%-38.5pp | 220.34%-192.3pp |
| Employer contribution / active EE | $2,372 | $4,804-50.6% | $4,554-47.9% | $4,156-42.9% |
| Participant deferral / active EE | $2,505 | $8,216-69.5% | $7,897-68.3% | $6,407-60.9% |
| Admin fee / account holder | $92 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |