Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,272 | $103,393-33.0% | $87,103-20.5% | $152,909-54.7% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.9%+12.0pp | 82.5%+6.4pp |
| Annual return | 30.06% | 28.10%+2.0pp | 28.19%+1.9pp | 345.46%-315.4pp |
| Employer contribution / active EE | $4,069 | $3,221+26.3% | $2,521+61.4% | $4,764-14.6% |
| Participant deferral / active EE | $12,233 | $4,778+156.0% | $4,049+202.2% | $5,851+109.1% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |