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 | $43,877 | $174,379-74.8% | $152,093-71.2% | $138,895-68.4% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 20.99% | 74.86%-53.9pp | 66.36%-45.4pp | 145.39%-124.4pp |
| Employer contribution / active EE | $3,891 | $4,652-16.4% | $4,175-6.8% | $4,194-7.2% |
| Participant deferral / active EE | $6,722 | $6,159+9.1% | $5,451+23.3% | $6,396+5.1% |
| Admin fee / account holder | $244 | $16,880-98.6% | $14,497-98.3% | $12,562-98.1% |