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 | $61,578 | $160,028-61.5% | $147,080-58.1% | $145,884-57.8% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 10.90% | 98.60%-87.7pp | 420.17%-409.3pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,967 | $5,286-62.8% | $4,933-60.1% | $4,662-57.8% |
| Participant deferral / active EE | $3,952 | $8,422-53.1% | $8,066-51.0% | $6,690-40.9% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |