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 | $123,815 | $124,314-0.4% | $109,163+13.4% | $167,518-26.1% |
| Participation rate | 82.4% | 79.4%+2.9pp | 75.9%+6.5pp | 82.1%+0.2pp |
| Annual return | 13.81% | 26.04%-12.2pp | 25.75%-11.9pp | 478.71%-464.9pp |
| Employer contribution / active EE | $1,985 | $4,209-52.8% | $3,723-46.7% | $4,838-59.0% |
| Participant deferral / active EE | $2,600 | $5,256-50.5% | $4,654-44.1% | $6,342-59.0% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |