Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,647 | $162,136-84.8% | $152,301-83.8% | $154,746-84.1% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 23.52% | 91.02%-67.5pp | 80.50%-57.0pp | 172.34%-148.8pp |
| Employer contribution / active EE | $1,864 | $4,890-61.9% | $4,624-59.7% | $4,379-57.4% |
| Participant deferral / active EE | $2,841 | $8,341-65.9% | $8,004-64.5% | $6,730-57.8% |
| Admin fee / account holder | $168 | $15,759-98.9% | $14,398-98.8% | $14,365-98.8% |