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 | $115,247 | $106,864+7.8% | $147,318-21.8% | $82,637+39.5% |
| Participation rate | 90.7% | 75.5%+15.2pp | 82.1%+8.6pp | 68.1%+22.6pp |
| Annual return | 16.32% | 27.49%-11.2pp | 70.43%-54.1pp | 53.51%-37.2pp |
| Employer contribution / active EE | $3,535 | $3,417+3.5% | $4,593-23.0% | $2,552+38.5% |
| Participant deferral / active EE | $7,211 | $6,496+11.0% | $7,906-8.8% | $4,126+74.8% |
| Admin fee / account holder | $5 | $8,415-99.9% | $13,708-100.0% | $7,339-99.9% |