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 | $27,850 | $97,289-71.4% | $92,805-70.0% | $155,188-82.1% |
| Participation rate | 87.5% | 84.2%+3.3pp | 83.5%+4.0pp | 80.8%+6.7pp |
| Annual return | 36.68% | 29.03%+7.6pp | 31.59%+5.1pp | 148.84%-112.2pp |
| Employer contribution / active EE | $5,247 | $3,632+44.5% | $3,424+53.2% | $4,248+23.5% |
| Participant deferral / active EE | $9,586 | $8,795+9.0% | $8,448+13.5% | $6,531+46.8% |
| Admin fee / account holder | $57 | $12,015-99.5% | $10,911-99.5% | $14,480-99.6% |