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 | $31,279 | $185,312-83.1% | $161,489-80.6% | $154,746-79.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 25.57% | 103.84%-78.3pp | 89.72%-64.1pp | 172.34%-146.8pp |
| Employer contribution / active EE | $1,881 | $4,769-60.6% | $4,268-55.9% | $4,379-57.1% |
| Participant deferral / active EE | $7,589 | $6,350+19.5% | $5,630+34.8% | $6,730+12.8% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |