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 | $43,797 | $111,814-60.8% | $103,378-57.6% | $145,978-70.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 19.74% | 24.80%-5.1pp | 24.91%-5.2pp | 550.52%-530.8pp |
| Employer contribution / active EE | $3,418 | $4,215-18.9% | $3,870-11.7% | $4,662-26.7% |
| Participant deferral / active EE | $8,265 | $5,618+47.1% | $5,058+63.4% | $6,690+23.6% |
| Admin fee / account holder | $55 | $9,764-99.4% | $8,401-99.3% | $13,400-99.6% |