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 | $21,434 | $182,442-88.3% | $163,379-86.9% | $138,895-84.6% |
| Participation rate | 94.1% | 79.8%+14.3pp | 76.8%+17.3pp | 79.9%+14.2pp |
| Annual return | 17.88% | 72.74%-54.9pp | 63.41%-45.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,308 | $4,159-68.5% | $3,752-65.1% | $4,194-68.8% |
| Participant deferral / active EE | $2,397 | $6,817-64.8% | $6,282-61.8% | $6,396-62.5% |
| Admin fee / account holder | $26 | $10,396-99.7% | $9,818-99.7% | $12,562-99.8% |