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 | $45,710 | $101,063-54.8% | $81,473-43.9% | $147,586-69.0% |
| Participation rate | 90.0% | 74.5%+15.5pp | 68.0%+22.0pp | 82.8%+7.2pp |
| Annual return | 19.34% | 32.41%-13.1pp | 38.78%-19.4pp | 578.59%-559.3pp |
| Employer contribution / active EE | $9,390 | $3,206+192.9% | $2,568+265.7% | $4,876+92.6% |
| Participant deferral / active EE | $6,735 | $4,242+58.8% | $3,537+90.4% | $5,439+23.8% |
| Admin fee / account holder | $149 | $5,812-97.4% | $4,561-96.7% | $10,886-98.6% |