Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,141 | $171,930-86.5% | $151,266-84.7% | $154,746-85.0% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 17.37% | 242.03%-224.7pp | 180.60%-163.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,747 | $4,710-62.9% | $4,237-58.8% | $4,379-60.1% |
| Participant deferral / active EE | $6,801 | $8,191-17.0% | $7,337-7.3% | $6,730+1.0% |
| Admin fee / account holder | $190 | $15,803-98.8% | $13,159-98.6% | $14,365-98.7% |