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 | $24,880 | $162,136-84.7% | $152,301-83.7% | $154,746-83.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.51% | 91.02%-69.5pp | 80.50%-59.0pp | 172.34%-150.8pp |
| Employer contribution / active EE | $1,943 | $4,890-60.3% | $4,624-58.0% | $4,379-55.6% |
| Participant deferral / active EE | $3,302 | $8,341-60.4% | $8,004-58.7% | $6,730-50.9% |
| Admin fee / account holder | $248 | $15,759-98.4% | $14,398-98.3% | $14,365-98.3% |