Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,527 | $155,555-84.2% | $146,866-83.3% | $155,188-84.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 20.52% | 115.41%-94.9pp | 102.85%-82.3pp | 148.84%-128.3pp |
| Employer contribution / active EE | $1,516 | $4,647-67.4% | $4,425-65.7% | $4,248-64.3% |
| Participant deferral / active EE | $4,376 | $8,044-45.6% | $7,759-43.6% | $6,531-33.0% |
| Admin fee / account holder | $57 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |