Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,355 | $209,336-83.1% | $197,124-82.1% | $137,256-74.2% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 24.41% | 48.09%-23.7pp | 44.34%-19.9pp | 220.34%-195.9pp |
| Employer contribution / active EE | $1,636 | $6,591-75.2% | $6,227-73.7% | $4,156-60.6% |
| Participant deferral / active EE | $4,082 | $9,614-57.5% | $9,135-55.3% | $6,407-36.3% |
| Admin fee / account holder | $68 | $17,308-99.6% | $16,298-99.6% | $12,270-99.4% |