Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,143 | $98,776-33.0% | $149,745-55.8% | $79,856-17.2% |
| Participation rate | 73.5% | 75.8%-2.3pp | 82.5%-9.0pp | 69.6%+3.9pp |
| Annual return | 18.42% | 27.38%-9.0pp | 276.72%-258.3pp | 31.71%-13.3pp |
| Employer contribution / active EE | $2,774 | $3,217-13.8% | $4,646-40.3% | $2,471+12.3% |
| Participant deferral / active EE | $5,395 | $5,681-5.0% | $6,843-21.2% | $3,741+44.2% |
| Admin fee / account holder | $287 | $6,053-95.3% | $9,312-96.9% | $5,306-94.6% |