Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,888 | $223,823-54.0% | $211,142-51.3% | $154,746-33.5% |
| Participation rate | 81.8% | 87.9%-6.0pp | 87.3%-5.5pp | 80.7%+1.1pp |
| Annual return | 18.81% | 50.39%-31.6pp | 46.84%-28.0pp | 172.34%-153.5pp |
| Employer contribution / active EE | $9,909 | $6,787+46.0% | $6,442+53.8% | $4,379+126.3% |
| Participant deferral / active EE | $4,896 | $9,750-49.8% | $9,284-47.3% | $6,730-27.3% |
| Admin fee / account holder | $117 | $19,707-99.4% | $19,076-99.4% | $14,365-99.2% |