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 | $160,951 | $78,423+105.2% | $95,964+67.7% | $79,856+101.6% |
| Participation rate | 98.2% | 73.5%+24.7pp | 77.1%+21.1pp | 69.6%+28.6pp |
| Annual return | 14.26% | 19.37%-5.1pp | 91.64%-77.4pp | 31.71%-17.4pp |
| Employer contribution / active EE | $5,233 | $1,945+169.0% | $2,541+105.9% | $2,471+111.8% |
| Participant deferral / active EE | $4,924 | $3,440+43.1% | $4,167+18.2% | $3,741+31.6% |
| Admin fee / account holder | $79 | $5,622-98.6% | $6,797-98.8% | $5,306-98.5% |