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 | $78,524 | $107,666-27.1% | $102,184-23.2% | $154,746-49.3% |
| Participation rate | 73.3% | 83.7%-10.4pp | 82.6%-9.3pp | 80.7%-7.4pp |
| Annual return | 18.30% | 29.33%-11.0pp | 31.58%-13.3pp | 172.34%-154.0pp |
| Employer contribution / active EE | $3,079 | $3,846-19.9% | $3,594-14.3% | $4,379-29.7% |
| Participant deferral / active EE | $6,173 | $8,719-29.2% | $8,309-25.7% | $6,730-8.3% |
| Admin fee / account holder | $103 | $12,943-99.2% | $11,609-99.1% | $14,365-99.3% |