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 | $94,145 | $156,398-39.8% | $147,318-36.1% | $138,895-32.2% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 15.02% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $3,648 | $4,853-24.8% | $4,593-20.6% | $4,194-13.0% |
| Participant deferral / active EE | $7,889 | $8,237-4.2% | $7,906-0.2% | $6,396+23.3% |
| Admin fee / account holder | $3 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |