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 | $18,497 | $183,516-89.9% | $155,534-88.1% | $145,884-87.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 19.65% | 61.43%-41.8pp | 64.92%-45.3pp | 551.85%-532.2pp |
| Employer contribution / active EE | $3,545 | $5,315-33.3% | $4,675-24.2% | $4,662-24.0% |
| Participant deferral / active EE | $5,504 | $6,467-14.9% | $5,630-2.2% | $6,690-17.7% |
| Admin fee / account holder | $19 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |