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 | $57,634 | $162,136-64.5% | $152,301-62.2% | $154,746-62.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 23.50% | 91.02%-67.5pp | 80.50%-57.0pp | 172.34%-148.8pp |
| Employer contribution / active EE | $11,696 | $4,890+139.2% | $4,624+152.9% | $4,379+167.1% |
| Participant deferral / active EE | $25,344 | $8,341+203.9% | $8,004+216.7% | $6,730+276.6% |
| Admin fee / account holder | $114 | $15,759-99.3% | $14,398-99.2% | $14,365-99.2% |