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 | $176,952 | $79,955+121.3% | $98,461+79.7% | $75,173+135.4% |
| Participation rate | 73.1% | 70.4%+2.7pp | 75.2%-2.1pp | 67.2%+5.9pp |
| Annual return | 15.68% | 19.75%-4.1pp | 21.17%-5.5pp | 160.72%-145.0pp |
| Employer contribution / active EE | $3,043 | $2,264+34.4% | $3,049-0.2% | $2,671+13.9% |
| Participant deferral / active EE | $5,994 | $3,752+59.7% | $4,738+26.5% | $4,126+45.3% |
| Admin fee / account holder | $106 | $6,841-98.4% | $8,961-98.8% | $5,651-98.1% |