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 | $121,820 | $210,510-42.1% | $153,500-20.6% | $145,877-16.5% |
| Participation rate | 92.9% | 82.1%+10.7pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 14.38% | 13.45%+0.9pp | 15.70%-1.3pp | 551.28%-536.9pp |
| Employer contribution / active EE | $6,683 | $6,052+10.4% | $5,039+32.6% | $4,663+43.3% |
| Participant deferral / active EE | $9,999 | $7,974+25.4% | $6,756+48.0% | $6,691+49.4% |
| Admin fee / account holder | $0 | $19,455-100.0% | $12,736-100.0% | $13,402-100.0% |