Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,687 | $162,821-38.2% | $133,978-24.8% | $158,982-36.7% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.7pp |
| Annual return | 14.90% | 41.95%-27.1pp | 45.10%-30.2pp | 302.99%-288.1pp |
| Employer contribution / active EE | $2,068 | $4,976-58.4% | $3,919-47.2% | $4,763-56.6% |
| Participant deferral / active EE | $4,596 | $5,910-22.2% | $5,047-8.9% | $5,983-23.2% |
| Admin fee / account holder | $122 | $11,742-99.0% | $8,930-98.6% | $11,252-98.9% |