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 | $24,593 | $162,136-84.8% | $152,301-83.9% | $154,746-84.1% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 20.04% | 91.02%-71.0pp | 80.50%-60.5pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,576 | $4,890-67.8% | $4,624-65.9% | $4,379-64.0% |
| Participant deferral / active EE | $3,152 | $8,341-62.2% | $8,004-60.6% | $6,730-53.2% |
| Admin fee / account holder | $71 | $15,759-99.5% | $14,398-99.5% | $14,365-99.5% |