Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,965 | $153,769-3.8% | $133,975+10.4% | $273,972-46.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.91% | 36.51%-28.6pp | 29.29%-21.4pp | 41.46%-33.5pp |
| Employer contribution / active EE | $9,003 | $6,029+49.3% | $5,211+72.8% | $4,869+84.9% |
| Participant deferral / active EE | $8,414 | $6,958+20.9% | $6,282+33.9% | $5,287+59.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |