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 | $77,388 | $201,259-61.5% | $184,200-58.0% | $145,959-47.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 11.28% | 28.98%-17.7pp | 28.80%-17.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $6,002 | $7,018-14.5% | $6,424-6.6% | $4,661+28.8% |
| Participant deferral / active EE | $7,663 | $9,806-21.9% | $9,132-16.1% | $6,689+14.6% |
| Admin fee / account holder | $55 | $16,372-99.7% | $13,907-99.6% | $13,398-99.6% |