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 | $35,382 | $153,311-76.9% | $109,313-67.6% | $273,972-87.1% |
| Participation rate | 87.5% | 80.1%+7.4pp | 71.3%+16.2pp | 83.0%+4.5pp |
| Annual return | 9.41% | 29.86%-20.4pp | 22.07%-12.7pp | 41.46%-32.0pp |
| Employer contribution / active EE | $1,471 | $5,619-73.8% | $3,892-62.2% | $4,869-69.8% |
| Participant deferral / active EE | $7,760 | $3,932+97.4% | $3,166+145.1% | $5,287+46.8% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |