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 | $58,224 | $101,618-42.7% | $93,063-37.4% | $137,256-57.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.42% | 223.95%-203.5pp | 34.15%-13.7pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,783 | $2,707+2.8% | $2,476+12.4% | $4,156-33.0% |
| Participant deferral / active EE | $4,357 | $4,279+1.8% | $3,958+10.1% | $6,407-32.0% |
| Admin fee / account holder | $6 | $6,198-99.9% | $6,033-99.9% | $12,270-99.9% |