Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,902 | $97,125-81.6% | $86,233-79.2% | $137,256-87.0% |
| Participation rate | 73.9% | 74.2%-0.3pp | 69.0%+4.9pp | 80.0%-6.0pp |
| Annual return | 18.86% | 74.19%-55.3pp | 61.39%-42.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $856 | $2,841-69.9% | $2,504-65.8% | $4,156-79.4% |
| Participant deferral / active EE | $2,513 | $5,180-51.5% | $4,559-44.9% | $6,407-60.8% |
| Admin fee / account holder | $42 | $9,725-99.6% | $8,342-99.5% | $12,270-99.7% |