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 | $71,397 | $115,814-38.4% | $101,275-29.5% | $158,982-55.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.94% | 56.16%-34.2pp | 46.48%-24.5pp | 302.99%-281.0pp |
| Employer contribution / active EE | $1,771 | $4,176-57.6% | $3,660-51.6% | $4,763-62.8% |
| Participant deferral / active EE | $3,100 | $4,958-37.5% | $4,371-29.1% | $5,983-48.2% |
| Admin fee / account holder | $12 | $7,249-99.8% | $5,948-99.8% | $11,252-99.9% |