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 | $31,516 | $155,555-79.7% | $146,866-78.5% | $155,188-79.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 23.55% | 115.41%-91.9pp | 102.85%-79.3pp | 148.84%-125.3pp |
| Employer contribution / active EE | $1,912 | $4,647-58.9% | $4,425-56.8% | $4,248-55.0% |
| Participant deferral / active EE | $9,319 | $8,044+15.8% | $7,759+20.1% | $6,531+42.7% |
| Admin fee / account holder | $72 | $14,755-99.5% | $13,620-99.5% | $14,480-99.5% |