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 | $21,539 | $174,379-87.6% | $152,093-85.8% | $138,895-84.5% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 21.82% | 74.86%-53.0pp | 66.36%-44.5pp | 145.39%-123.6pp |
| Employer contribution / active EE | $2,584 | $4,652-44.4% | $4,175-38.1% | $4,194-38.4% |
| Participant deferral / active EE | $4,940 | $6,159-19.8% | $5,451-9.4% | $6,396-22.8% |
| Admin fee / account holder | $64 | $16,880-99.6% | $14,497-99.6% | $12,562-99.5% |