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 | $94,865 | $162,136-41.5% | $152,301-37.7% | $154,746-38.7% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 17.29% | 91.02%-73.7pp | 80.50%-63.2pp | 172.34%-155.1pp |
| Employer contribution / active EE | $3,678 | $4,890-24.8% | $4,624-20.5% | $4,379-16.0% |
| Participant deferral / active EE | $15,038 | $8,341+80.3% | $8,004+87.9% | $6,730+123.4% |
| Admin fee / account holder | $183 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |