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 | $36,522 | $88,707-58.8% | $74,184-50.8% | $273,972-86.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 22.81% | 11.94%+10.9pp | 17.74%+5.1pp | 41.46%-18.6pp |
| Employer contribution / active EE | $7,789 | $3,159+146.5% | $2,370+228.6% | $4,869+60.0% |
| Participant deferral / active EE | $5,234 | $4,212+24.3% | $3,550+47.4% | $5,287-1.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |