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 | $100,570 | $197,637-49.1% | $177,848-43.5% | $158,982-36.7% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 17.67% | 58.77%-41.1pp | 48.33%-30.7pp | 302.99%-285.3pp |
| Employer contribution / active EE | $2,237 | $6,698-66.6% | $5,919-62.2% | $4,763-53.0% |
| Participant deferral / active EE | $6,322 | $8,405-24.8% | $7,714-18.0% | $5,983+5.6% |
| Admin fee / account holder | $177 | $15,406-98.9% | $12,431-98.6% | $11,252-98.4% |