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 | $75,551 | $166,268-54.6% | $165,100-54.2% | $145,897-48.2% |
| Participation rate | 76.9% | 82.0%-5.1pp | 78.6%-1.7pp | 80.3%-3.4pp |
| Annual return | 12.59% | 100.52%-87.9pp | 70.21%-57.6pp | 552.29%-539.7pp |
| Employer contribution / active EE | $4,329 | $5,284-18.1% | $4,348-0.4% | $4,663-7.2% |
| Participant deferral / active EE | $2,449 | $6,964-64.8% | $6,035-59.4% | $6,689-63.4% |
| Admin fee / account holder | $248 | $16,659-98.5% | $12,696-98.0% | $13,390-98.1% |