Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,605 | $110,303-67.7% | $95,759-62.8% | $139,487-74.5% |
| Participation rate | 91.7% | 75.7%+15.9pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 26.01% | 27.19%-1.2pp | 28.42%-2.4pp | 373.84%-347.8pp |
| Employer contribution / active EE | $4,689 | $3,261+43.8% | $2,836+65.3% | $4,755-1.4% |
| Participant deferral / active EE | $8,097 | $4,674+73.2% | $4,244+90.8% | $6,713+20.6% |
| Admin fee / account holder | $16 | $6,615-99.8% | $5,678-99.7% | $11,407-99.9% |