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 | $23,944 | $161,352-85.2% | $134,172-82.2% | $137,256-82.6% |
| Participation rate | 94.4% | 78.3%+16.2pp | 72.5%+22.0pp | 80.0%+14.5pp |
| Annual return | 22.90% | 28.72%-5.8pp | 25.30%-2.4pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,811 | $4,099-31.4% | $3,420-17.8% | $4,156-32.4% |
| Participant deferral / active EE | $4,381 | $5,552-21.1% | $4,690-6.6% | $6,407-31.6% |
| Admin fee / account holder | $45 | $15,028-99.7% | $12,016-99.6% | $12,270-99.6% |