Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,131 | $111,814-54.3% | $103,374-50.5% | $145,959-65.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 13.47% | 24.77%-11.3pp | 24.89%-11.4pp | 561.95%-548.5pp |
| Employer contribution / active EE | $2,229 | $4,214-47.1% | $3,869-42.4% | $4,661-52.2% |
| Participant deferral / active EE | $5,815 | $5,618+3.5% | $5,058+15.0% | $6,689-13.1% |
| Admin fee / account holder | $15 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |