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 | $101,970 | $185,905-45.1% | $170,057-40.0% | $139,487-26.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.34% | 60.56%-35.2pp | 53.42%-28.1pp | 373.84%-348.5pp |
| Employer contribution / active EE | $18,979 | $7,597+149.8% | $6,790+179.5% | $4,755+299.2% |
| Participant deferral / active EE | $13,799 | $11,627+18.7% | $10,411+32.5% | $6,713+105.6% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |