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 | $26,199 | $174,379-85.0% | $152,093-82.8% | $138,895-81.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 22.56% | 74.86%-52.3pp | 66.36%-43.8pp | 145.39%-122.8pp |
| Employer contribution / active EE | $1,418 | $4,652-69.5% | $4,175-66.0% | $4,194-66.2% |
| Participant deferral / active EE | $4,802 | $6,159-22.0% | $5,451-11.9% | $6,396-24.9% |
| Admin fee / account holder | $293 | $16,880-98.3% | $14,497-98.0% | $12,562-97.7% |