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 | $98,734 | $183,539-46.2% | $155,556-36.5% | $145,897-32.3% |
| Participation rate | 81.3% | 82.7%-1.5pp | 78.2%+3.0pp | 80.3%+0.9pp |
| Annual return | 10.60% | 61.31%-50.7pp | 64.84%-54.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,501 | $5,315-71.8% | $4,675-67.9% | $4,663-67.8% |
| Participant deferral / active EE | $4,284 | $6,467-33.8% | $5,631-23.9% | $6,689-36.0% |
| Admin fee / account holder | $36 | $19,275-99.8% | $15,885-99.8% | $13,390-99.7% |