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 | $27,801 | $154,228-82.0% | $145,433-80.9% | $137,256-79.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 26.97% | 74.59%-47.6pp | 66.58%-39.6pp | 220.34%-193.4pp |
| Employer contribution / active EE | $1,279 | $4,804-73.4% | $4,554-71.9% | $4,156-69.2% |
| Participant deferral / active EE | $7,038 | $8,216-14.3% | $7,897-10.9% | $6,407+9.9% |
| Admin fee / account holder | $53 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |