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 | $102,997 | $90,486+13.8% | $78,676+30.9% | $273,972-62.4% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 8.23% | 75.62%-67.4pp | 62.19%-54.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,274 | $3,175-28.4% | $2,850-20.2% | $4,869-53.3% |
| Participant deferral / active EE | $7,611 | $3,901+95.1% | $3,517+116.4% | $5,287+43.9% |
| Admin fee / account holder | $242 | $5,263-95.4% | $4,510-94.6% | $10,133-97.6% |