Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,950 | $211,224-75.4% | $178,505-70.9% | $145,897-64.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.63% | 30.28%-14.6pp | 27.16%-11.5pp | 552.29%-536.7pp |
| Employer contribution / active EE | $3,122 | $4,577-31.8% | $3,955-21.1% | $4,663-33.0% |
| Participant deferral / active EE | $10,777 | $6,966+54.7% | $6,280+71.6% | $6,689+61.1% |
| Admin fee / account holder | $244 | $12,109-98.0% | $10,428-97.7% | $13,390-98.2% |