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 | $186,604 | $114,119+63.5% | $107,187+74.1% | $138,895+34.3% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 13.81% | 273.21%-259.4pp | 204.55%-190.7pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,968 | $4,059-51.5% | $3,782-48.0% | $4,194-53.1% |
| Participant deferral / active EE | $7,252 | $5,538+30.9% | $5,096+42.3% | $6,396+13.4% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |