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 | $30,241 | $181,062-83.3% | $158,223-80.9% | $155,188-80.5% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 23.88% | 57.39%-33.5pp | 52.09%-28.2pp | 148.84%-125.0pp |
| Employer contribution / active EE | $3,433 | $4,565-24.8% | $4,109-16.4% | $4,248-19.2% |
| Participant deferral / active EE | $6,121 | $6,134-0.2% | $5,467+12.0% | $6,531-6.3% |
| Admin fee / account holder | $47 | $18,825-99.8% | $16,047-99.7% | $14,480-99.7% |