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 | $58,781 | $174,379-66.3% | $152,093-61.4% | $138,895-57.7% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 22.06% | 74.86%-52.8pp | 66.36%-44.3pp | 145.39%-123.3pp |
| Employer contribution / active EE | $4,740 | $4,652+1.9% | $4,175+13.5% | $4,194+13.0% |
| Participant deferral / active EE | $10,132 | $6,159+64.5% | $5,451+85.9% | $6,396+58.4% |
| Admin fee / account holder | $53 | $16,880-99.7% | $14,497-99.6% | $12,562-99.6% |