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 | $60,509 | $103,392-41.5% | $87,104-30.5% | $152,897-60.4% |
| Participation rate | 95.2% | 79.4%+15.9pp | 76.9%+18.4pp | 82.5%+12.8pp |
| Annual return | 14.18% | 28.10%-13.9pp | 28.19%-14.0pp | 345.43%-331.2pp |
| Employer contribution / active EE | $2,715 | $3,221-15.7% | $2,521+7.7% | $4,764-43.0% |
| Participant deferral / active EE | $6,042 | $4,778+26.4% | $4,048+49.2% | $5,851+3.3% |
| Admin fee / account holder | $91 | $12,194-99.3% | $7,491-98.8% | $11,599-99.2% |