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 | $81,719 | $161,352-49.4% | $134,172-39.1% | $137,256-40.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 18.08% | 28.72%-10.6pp | 25.30%-7.2pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,837 | $4,099+18.0% | $3,420+41.4% | $4,156+16.4% |
| Participant deferral / active EE | $8,134 | $5,552+46.5% | $4,690+73.4% | $6,407+27.0% |
| Admin fee / account holder | $63 | $15,028-99.6% | $12,016-99.5% | $12,270-99.5% |