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 | $53,656 | $197,637-72.9% | $177,848-69.8% | $158,982-66.3% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.7%+8.1pp | 82.0%+13.9pp |
| Annual return | 25.69% | 58.77%-33.1pp | 48.33%-22.6pp | 302.99%-277.3pp |
| Employer contribution / active EE | $3,121 | $6,698-53.4% | $5,919-47.3% | $4,763-34.5% |
| Participant deferral / active EE | $5,821 | $8,405-30.7% | $7,714-24.5% | $5,983-2.7% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |