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 | $33,292 | $154,228-78.4% | $145,433-77.1% | $137,256-75.7% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 21.09% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $3,773 | $4,804-21.5% | $4,554-17.2% | $4,156-9.2% |
| Participant deferral / active EE | $4,880 | $8,216-40.6% | $7,897-38.2% | $6,407-23.8% |
| Admin fee / account holder | $278 | $14,344-98.1% | $13,129-97.9% | $12,270-97.7% |