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 | $54,384 | $138,312-60.7% | $122,979-55.8% | $155,188-65.0% |
| Participation rate | 71.4% | 80.2%-8.8pp | 77.2%-5.8pp | 80.8%-9.4pp |
| Annual return | 7.06% | 22.06%-15.0pp | 20.12%-13.1pp | 148.84%-141.8pp |
| Employer contribution / active EE | $3,132 | $3,530-11.3% | $3,062+2.3% | $4,248-26.3% |
| Participant deferral / active EE | $3,147 | $5,592-43.7% | $5,003-37.1% | $6,531-51.8% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |