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 | $128,837 | $106,236+21.3% | $96,496+33.5% | $139,427-7.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 13.95% | 38.43%-24.5pp | 35.70%-21.8pp | 373.27%-359.3pp |
| Employer contribution / active EE | $4,538 | $4,104+10.6% | $3,738+21.4% | $4,752-4.5% |
| Participant deferral / active EE | $4,538 | $5,455-16.8% | $4,879-7.0% | $6,711-32.4% |
| Admin fee / account holder | $103 | $7,879-98.7% | $6,731-98.5% | $11,404-99.1% |