Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,925 | $174,379-74.2% | $152,093-70.5% | $138,895-67.7% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 23.77% | 74.86%-51.1pp | 66.36%-42.6pp | 145.39%-121.6pp |
| Employer contribution / active EE | $2,648 | $4,652-43.1% | $4,175-36.6% | $4,194-36.9% |
| Participant deferral / active EE | $4,744 | $6,159-23.0% | $5,451-13.0% | $6,396-25.8% |
| Admin fee / account holder | $248 | $16,880-98.5% | $14,497-98.3% | $12,562-98.0% |