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 | $25,145 | $157,296-84.0% | $141,191-82.2% | $152,897-83.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 23.37% | 64.34%-41.0pp | 71.41%-48.0pp | 345.43%-322.1pp |
| Employer contribution / active EE | $1,225 | $5,262-76.7% | $4,736-74.1% | $4,764-74.3% |
| Participant deferral / active EE | $4,251 | $7,111-40.2% | $6,710-36.6% | $5,851-27.3% |
| Admin fee / account holder | $212 | $12,125-98.3% | $10,264-97.9% | $11,599-98.2% |