Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,411 | $192,829-84.2% | $142,516-78.7% | $139,487-78.2% |
| Participation rate | 87.5% | 81.4%+6.1pp | 76.8%+10.7pp | 80.3%+7.2pp |
| Annual return | 26.72% | 18.07%+8.6pp | 20.03%+6.7pp | 373.84%-347.1pp |
| Employer contribution / active EE | $1,975 | $5,808-66.0% | $4,849-59.3% | $4,755-58.5% |
| Participant deferral / active EE | $10,438 | $7,200+45.0% | $6,280+66.2% | $6,713+55.5% |
| Admin fee / account holder | $0 | $15,120-100.0% | $10,008-100.0% | $11,407-100.0% |