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 | $57,238 | $135,956-57.9% | $123,894-53.8% | $273,972-79.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.57% | 56.63%-48.1pp | 47.52%-38.9pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,125 | $5,170-78.2% | $4,617-75.6% | $4,869-76.9% |
| Participant deferral / active EE | $9,078 | $6,343+43.1% | $5,984+51.7% | $5,287+71.7% |
| Admin fee / account holder | $152 | $9,817-98.4% | $8,357-98.2% | $10,133-98.5% |