Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,319 | $124,330-74.0% | $109,173-70.4% | $167,536-80.7% |
| Participation rate | 80.0% | 79.5%+0.5pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 15.43% | 26.04%-10.6pp | 25.75%-10.3pp | 478.82%-463.4pp |
| Employer contribution / active EE | $2,787 | $4,209-33.8% | $3,723-25.1% | $4,839-42.4% |
| Participant deferral / active EE | $8,623 | $5,256+64.1% | $4,654+85.3% | $6,342+36.0% |
| Admin fee / account holder | $199 | $7,974-97.5% | $6,755-97.1% | $12,315-98.4% |