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 | $57,431 | $185,312-69.0% | $161,489-64.4% | $154,746-62.9% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 22.45% | 103.84%-81.4pp | 89.72%-67.3pp | 172.34%-149.9pp |
| Employer contribution / active EE | $5,162 | $4,769+8.2% | $4,268+20.9% | $4,379+17.9% |
| Participant deferral / active EE | $7,962 | $6,350+25.4% | $5,630+41.4% | $6,730+18.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |