Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,116 | $174,379-90.2% | $152,093-88.7% | $138,895-87.7% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 24.10% | 74.86%-50.8pp | 66.36%-42.3pp | 145.39%-121.3pp |
| Employer contribution / active EE | $2,216 | $4,652-52.4% | $4,175-46.9% | $4,194-47.2% |
| Participant deferral / active EE | $2,375 | $6,159-61.4% | $5,451-56.4% | $6,396-62.9% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |