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 | $26,422 | $92,798-71.5% | $96,707-72.7% | $137,256-80.8% |
| Participation rate | 75.0% | 81.6%-6.6pp | 80.4%-5.4pp | 80.0%-5.0pp |
| Annual return | 23.31% | 31.24%-7.9pp | 34.78%-11.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $5,793 | $4,147+39.7% | $4,191+38.2% | $4,156+39.4% |
| Participant deferral / active EE | $11,928 | $5,877+103.0% | $5,997+98.9% | $6,407+86.2% |
| Admin fee / account holder | $75 | $7,946-99.1% | $7,503-99.0% | $12,270-99.4% |