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 | $91,884 | $135,956-32.4% | $123,894-25.8% | $273,972-66.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 8.73% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $6,885 | $5,170+33.2% | $4,617+49.1% | $4,869+41.4% |
| Participant deferral / active EE | $5,909 | $6,343-6.8% | $5,984-1.3% | $5,287+11.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |