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 | $183,375 | $131,835+39.1% | $108,582+68.9% | $273,972-33.1% |
| Participation rate | 95.8% | 83.5%+12.4pp | 79.6%+16.3pp | 83.0%+12.8pp |
| Annual return | 9.57% | -91.57%+101.1pp | -51.70%+61.3pp | 41.46%-31.9pp |
| Employer contribution / active EE | $6,293 | $4,913+28.1% | $3,758+67.4% | $4,869+29.3% |
| Participant deferral / active EE | $4,967 | $5,127-3.1% | $4,311+15.2% | $5,287-6.1% |
| Admin fee / account holder | $298 | $10,253-97.1% | $7,645-96.1% | $10,133-97.1% |