Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,288 | $154,228-73.2% | $145,433-71.6% | $137,256-69.9% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.3pp | 80.0%+15.5pp |
| Annual return | 36.52% | 74.59%-38.1pp | 66.58%-30.1pp | 220.34%-183.8pp |
| Employer contribution / active EE | $3,994 | $4,804-16.9% | $4,554-12.3% | $4,156-3.9% |
| Participant deferral / active EE | $7,988 | $8,216-2.8% | $7,897+1.1% | $6,407+24.7% |
| Admin fee / account holder | $42 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |