Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,289 | $86,922-30.6% | $102,438-41.1% | $80,874-25.5% |
| Participation rate | 98.9% | 72.4%+26.5pp | 76.5%+22.4pp | 67.6%+31.2pp |
| Annual return | 11.84% | 18.90%-7.1pp | 29.37%-17.5pp | 35.62%-23.8pp |
| Employer contribution / active EE | $17,545 | $2,369+640.5% | $3,024+480.3% | $2,756+536.7% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,050-100.0% | $9,448-100.0% | $6,935-100.0% |