Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,223 | $174,379-75.8% | $152,093-72.2% | $138,895-69.6% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 21.87% | 74.86%-53.0pp | 66.36%-44.5pp | 145.39%-123.5pp |
| Employer contribution / active EE | $3,818 | $4,652-17.9% | $4,175-8.5% | $4,194-9.0% |
| Participant deferral / active EE | $5,960 | $6,159-3.2% | $5,451+9.3% | $6,396-6.8% |
| Admin fee / account holder | $97 | $16,880-99.4% | $14,497-99.3% | $12,562-99.2% |