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 | $46,070 | $110,410-58.3% | $102,437-55.0% | $145,897-68.4% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 14.48% | 24.85%-10.4pp | 24.95%-10.5pp | 552.29%-537.8pp |
| Employer contribution / active EE | $3,074 | $4,217-27.1% | $3,871-20.6% | $4,663-34.1% |
| Participant deferral / active EE | $11,037 | $5,622+96.3% | $5,060+118.1% | $6,689+65.0% |
| Admin fee / account holder | $207 | $9,745-97.9% | $8,388-97.5% | $13,390-98.5% |