Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,093 | $155,555-80.7% | $146,866-79.5% | $155,188-80.6% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 21.30% | 115.41%-94.1pp | 102.85%-81.6pp | 148.84%-127.5pp |
| Employer contribution / active EE | $2,717 | $4,647-41.5% | $4,425-38.6% | $4,248-36.0% |
| Participant deferral / active EE | $6,413 | $8,044-20.3% | $7,759-17.4% | $6,531-1.8% |
| Admin fee / account holder | $69 | $14,755-99.5% | $13,620-99.5% | $14,480-99.5% |