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 | $20,248 | $154,228-86.9% | $145,433-86.1% | $137,256-85.2% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 25.65% | 74.59%-48.9pp | 66.58%-40.9pp | 220.34%-194.7pp |
| Employer contribution / active EE | $3,146 | $4,804-34.5% | $4,554-30.9% | $4,156-24.3% |
| Participant deferral / active EE | $5,606 | $8,216-31.8% | $7,897-29.0% | $6,407-12.5% |
| Admin fee / account holder | $174 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |