Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,474 | $174,379-87.7% | $152,093-85.9% | $138,895-84.5% |
| Participation rate | 92.9% | 81.6%+11.2pp | 77.8%+15.1pp | 79.9%+12.9pp |
| Annual return | 23.86% | 74.86%-51.0pp | 66.36%-42.5pp | 145.39%-121.5pp |
| Employer contribution / active EE | $2,071 | $4,652-55.5% | $4,175-50.4% | $4,194-50.6% |
| Participant deferral / active EE | $2,347 | $6,159-61.9% | $5,451-56.9% | $6,396-63.3% |
| Admin fee / account holder | $12 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |