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 | $59,932 | $165,399-63.8% | $149,745-60.0% | $158,982-62.3% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 14.80% | 348.34%-333.5pp | 276.72%-261.9pp | 302.99%-288.2pp |
| Employer contribution / active EE | $4,761 | $5,105-6.7% | $4,646+2.5% | $4,7630% |
| Participant deferral / active EE | $15,580 | $7,183+116.9% | $6,843+127.7% | $5,983+160.4% |
| Admin fee / account holder | $267 | $10,811-97.5% | $9,312-97.1% | $11,252-97.6% |