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 | $33,735 | $172,111-80.4% | $150,298-77.6% | $137,256-75.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 24.00% | 69.37%-45.4pp | 62.79%-38.8pp | 220.34%-196.3pp |
| Employer contribution / active EE | $2,429 | $4,636-47.6% | $4,154-41.5% | $4,156-41.5% |
| Participant deferral / active EE | $4,465 | $6,166-27.6% | $5,453-18.1% | $6,407-30.3% |
| Admin fee / account holder | $293 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |