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 | $50,785 | $148,623-65.8% | $135,974-62.7% | $139,466-63.6% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 23.24% | 79.30%-56.1pp | 68.30%-45.1pp | 373.66%-350.4pp |
| Employer contribution / active EE | $3,635 | $5,246-30.7% | $4,859-25.2% | $4,754-23.5% |
| Participant deferral / active EE | $7,431 | $8,103-8.3% | $7,760-4.2% | $6,712+10.7% |
| Admin fee / account holder | $16 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |