Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,430 | $97,289-16.3% | $92,805-12.3% | $155,188-47.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 37.43% | 29.03%+8.4pp | 31.59%+5.8pp | 148.84%-111.4pp |
| Employer contribution / active EE | $5,901 | $3,632+62.5% | $3,424+72.3% | $4,248+38.9% |
| Participant deferral / active EE | $6,660 | $8,795-24.3% | $8,448-21.2% | $6,531+2.0% |
| Admin fee / account holder | $156 | $12,015-98.7% | $10,911-98.6% | $14,480-98.9% |