Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,909 | $227,399-82.9% | $189,758-79.5% | $198,609-80.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 23.52% | 61.03%-37.5pp | 52.62%-29.1pp | 202.70%-179.2pp |
| Employer contribution / active EE | $3,985 | $5,526-27.9% | $4,767-16.4% | $5,055-21.2% |
| Participant deferral / active EE | $4,052 | $6,837-40.7% | $5,856-30.8% | $6,977-41.9% |
| Admin fee / account holder | $79 | $25,162-99.7% | $20,388-99.6% | $19,030-99.6% |