Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,256 | $147,556-80.2% | $129,031-77.3% | $198,609-85.3% |
| Participation rate | 87.5% | 77.2%+10.3pp | 73.4%+14.1pp | 82.4%+5.1pp |
| Annual return | 22.17% | 37.41%-15.2pp | 34.67%-12.5pp | 202.70%-180.5pp |
| Employer contribution / active EE | $2,341 | $3,645-35.8% | $3,226-27.4% | $5,055-53.7% |
| Participant deferral / active EE | $5,012 | $5,760-13.0% | $5,217-3.9% | $6,977-28.2% |
| Admin fee / account holder | $65 | $15,467-99.6% | $13,208-99.5% | $19,030-99.7% |