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 | $41,603 | $181,896-77.1% | $156,551-73.4% | $273,972-84.8% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 6.75% | 30.74%-24.0pp | 32.23%-25.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $3,340 | $6,248-46.5% | $5,501-39.3% | $4,869-31.4% |
| Participant deferral / active EE | $3,524 | $5,550-36.5% | $4,871-27.7% | $5,287-33.4% |
| Admin fee / account holder | $67 | $15,560-99.6% | $13,028-99.5% | $10,133-99.3% |