Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,542 | $114,013-67.1% | $103,693-63.8% | $155,188-75.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 20.90% | 49.31%-28.4pp | 47.61%-26.7pp | 148.84%-127.9pp |
| Employer contribution / active EE | $2,794 | $3,131-10.8% | $2,920-4.3% | $4,248-34.2% |
| Participant deferral / active EE | $4,611 | $4,970-7.2% | $4,579+0.7% | $6,531-29.4% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |