Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,690 | $132,099-36.6% | $115,599-27.6% | $138,895-39.7% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.3%+15.7pp | 79.9%+10.1pp |
| Annual return | 222.79% | 176.76%+46.0pp | 111.10%+111.7pp | 145.39%+77.4pp |
| Employer contribution / active EE | $2,220 | $3,416-35.0% | $2,955-24.9% | $4,194-47.1% |
| Participant deferral / active EE | $5,770 | $5,617+2.7% | $4,889+18.0% | $6,396-9.8% |
| Admin fee / account holder | $267 | $15,650-98.3% | $12,841-97.9% | $12,562-97.9% |