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 | $128,508 | $215,361-40.3% | $171,082-24.9% | $273,972-53.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.97% | 25.14%-19.2pp | 32.56%-26.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $619 | $4,967-87.5% | $4,002-84.5% | $4,869-87.3% |
| Participant deferral / active EE | $1,275 | $5,543-77.0% | $4,797-73.4% | $5,287-75.9% |
| Admin fee / account holder | $27 | $10,846-99.8% | $8,520-99.7% | $10,133-99.7% |