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 | $104,885 | $209,422-49.9% | $178,503-41.2% | $158,982-34.0% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 9.84% | 188.81%-179.0pp | 151.12%-141.3pp | 302.99%-293.1pp |
| Employer contribution / active EE | $1,727 | $5,707-69.7% | $5,011-65.5% | $4,763-63.7% |
| Participant deferral / active EE | $5,159 | $5,955-13.4% | $5,202-0.8% | $5,983-13.8% |
| Admin fee / account holder | $139 | $17,079-99.2% | $13,987-99.0% | $11,252-98.8% |