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 | $162,136-87.5% | $152,301-86.7% | $154,746-86.9% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 25.65% | 91.02%-65.4pp | 80.50%-54.9pp | 172.34%-146.7pp |
| Employer contribution / active EE | $3,146 | $4,890-35.7% | $4,624-32.0% | $4,379-28.1% |
| Participant deferral / active EE | $5,606 | $8,341-32.8% | $8,004-30.0% | $6,730-16.7% |
| Admin fee / account holder | $174 | $15,759-98.9% | $14,398-98.8% | $14,365-98.8% |