Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,242 | $126,661-56.4% | $113,397-51.3% | $138,895-60.2% |
| Participation rate | 82.4% | 79.4%+2.9pp | 76.5%+5.9pp | 79.9%+2.4pp |
| Annual return | 21.97% | 25.05%-3.1pp | 23.20%-1.2pp | 145.39%-123.4pp |
| Employer contribution / active EE | $1,307 | $3,456-62.2% | $2,977-56.1% | $4,194-68.8% |
| Participant deferral / active EE | $4,533 | $5,693-20.4% | $5,076-10.7% | $6,396-29.1% |
| Admin fee / account holder | $117 | $14,549-99.2% | $11,957-99.0% | $12,562-99.1% |