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 | $25,222 | $154,228-83.6% | $145,433-82.7% | $137,256-81.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 23.83% | 74.59%-50.8pp | 66.58%-42.7pp | 220.34%-196.5pp |
| Employer contribution / active EE | $8,798 | $4,804+83.1% | $4,554+93.2% | $4,156+111.7% |
| Participant deferral / active EE | $14,841 | $8,216+80.6% | $7,897+87.9% | $6,407+131.7% |
| Admin fee / account holder | $157 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |