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 | $84,519 | $181,062-53.3% | $158,223-46.6% | $155,188-45.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 9.04% | 57.39%-48.3pp | 52.09%-43.0pp | 148.84%-139.8pp |
| Employer contribution / active EE | $4,196 | $4,565-8.1% | $4,109+2.1% | $4,248-1.2% |
| Participant deferral / active EE | $5,517 | $6,134-10.1% | $5,467+0.9% | $6,531-15.5% |
| Admin fee / account holder | $35 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |