Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,631 | $155,555-38.5% | $146,866-34.9% | $155,188-38.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 21.86% | 115.41%-93.6pp | 102.85%-81.0pp | 148.84%-127.0pp |
| Employer contribution / active EE | $4,853 | $4,647+4.4% | $4,425+9.7% | $4,248+14.3% |
| Participant deferral / active EE | $13,121 | $8,044+63.1% | $7,759+69.1% | $6,531+100.9% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |