Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,687 | $115,814-61.4% | $101,275-55.9% | $158,982-71.9% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 30.70% | 56.16%-25.5pp | 46.48%-15.8pp | 302.99%-272.3pp |
| Employer contribution / active EE | $3,351 | $4,176-19.8% | $3,660-8.5% | $4,763-29.6% |
| Participant deferral / active EE | $5,796 | $4,958+16.9% | $4,371+32.6% | $5,983-3.1% |
| Admin fee / account holder | $163 | $7,249-97.8% | $5,948-97.3% | $11,252-98.6% |