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 | $135,777 | $215,361-37.0% | $171,082-20.6% | $273,972-50.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 14.98% | 25.14%-10.2pp | 32.56%-17.6pp | 41.46%-26.5pp |
| Employer contribution / active EE | $1,562 | $4,967-68.5% | $4,002-61.0% | $4,869-67.9% |
| Participant deferral / active EE | $8,070 | $5,543+45.6% | $4,797+68.2% | $5,287+52.6% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |