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 | $62,479 | $60,349+3.5% | $74,184-15.8% | $62,881-0.6% |
| Participation rate | 81.4% | 72.7%+8.7pp | 76.6%+4.8pp | 69.3%+12.1pp |
| Annual return | 9.52% | 21.38%-11.9pp | 17.74%-8.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,667 | $1,680-0.8% | $2,370-29.7% | $2,281-26.9% |
| Participant deferral / active EE | $6,007 | $2,856+110.3% | $3,550+69.2% | $3,203+87.5% |
| Admin fee / account holder | $222 | $4,261-94.8% | $5,586-96.0% | $4,296-94.8% |