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 | $26,877 | $172,111-84.4% | $150,298-82.1% | $137,256-80.4% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 13.39% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,329 | $4,636-71.3% | $4,154-68.0% | $4,156-68.0% |
| Participant deferral / active EE | $3,886 | $6,166-37.0% | $5,453-28.7% | $6,407-39.3% |
| Admin fee / account holder | $106 | $16,471-99.4% | $14,116-99.2% | $12,270-99.1% |