Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,746 | $136,860-45.4% | $120,344-37.9% | $154,746-51.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.96% | 21.38%-3.4pp | 20.30%-2.3pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,805 | $3,533-20.6% | $3,020-7.1% | $4,379-35.9% |
| Participant deferral / active EE | $7,591 | $5,793+31.0% | $5,135+47.8% | $6,730+12.8% |
| Admin fee / account holder | $19 | $15,393-99.9% | $12,742-99.9% | $14,365-99.9% |