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 | $13,234 | $174,379-92.4% | $152,093-91.3% | $138,895-90.5% |
| Participation rate | 91.7% | 81.6%+10.0pp | 77.8%+13.9pp | 79.9%+11.7pp |
| Annual return | 23.81% | 74.86%-51.0pp | 66.36%-42.5pp | 145.39%-121.6pp |
| Employer contribution / active EE | $1,862 | $4,652-60.0% | $4,175-55.4% | $4,194-55.6% |
| Participant deferral / active EE | $2,934 | $6,159-52.4% | $5,451-46.2% | $6,396-54.1% |
| Admin fee / account holder | $29 | $16,880-99.8% | $14,497-99.8% | $12,562-99.8% |