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 | $38,059 | $93,346-59.2% | $71,796-47.0% | $273,972-86.1% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 83.0%+2.7pp |
| Annual return | 9.33% | 130.39%-121.1pp | 78.04%-68.7pp | 41.46%-32.1pp |
| Employer contribution / active EE | $2,787 | $2,733+2.0% | $1,924+44.8% | $4,869-42.8% |
| Participant deferral / active EE | $6,515 | $3,475+87.5% | $2,794+133.2% | $5,287+23.2% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |