Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,208 | $115,810-4.0% | $101,271+9.8% | $158,966-30.0% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.7pp |
| Annual return | 18.35% | 56.15%-37.8pp | 46.48%-28.1pp | 302.95%-284.6pp |
| Employer contribution / active EE | $3,136 | $4,175-24.9% | $3,660-14.3% | $4,762-34.2% |
| Participant deferral / active EE | $5,619 | $4,958+13.3% | $4,371+28.6% | $5,983-6.1% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |