Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,304 | $157,296-83.3% | $141,191-81.4% | $152,897-82.8% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 32.49% | 64.34%-31.8pp | 71.41%-38.9pp | 345.43%-312.9pp |
| Employer contribution / active EE | $2,658 | $5,262-49.5% | $4,736-43.9% | $4,764-44.2% |
| Participant deferral / active EE | $7,188 | $7,111+1.1% | $6,710+7.1% | $5,851+22.9% |
| Admin fee / account holder | $22 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |