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 | $45,706 | $93,617-51.2% | $135,982-66.4% | $75,177-39.2% |
| Participation rate | 72.0% | 75.2%-3.2pp | 81.9%-9.9pp | 67.2%+4.8pp |
| Annual return | 21.72% | 30.89%-9.2pp | 68.32%-46.6pp | 160.75%-139.0pp |
| Employer contribution / active EE | $3,178 | $3,538-10.2% | $4,859-34.6% | $2,671+19.0% |
| Participant deferral / active EE | $6,787 | $6,406+6.0% | $7,760-12.5% | $4,126+64.5% |
| Admin fee / account holder | $94 | $6,980-98.6% | $10,767-99.1% | $5,651-98.3% |