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 | $31,429 | $154,228-79.6% | $145,433-78.4% | $137,256-77.1% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 19.63% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,459 | $4,804-48.8% | $4,554-46.0% | $4,156-40.8% |
| Participant deferral / active EE | $7,172 | $8,216-12.7% | $7,897-9.2% | $6,407+11.9% |
| Admin fee / account holder | $283 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |