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 | $12,860 | $110,039-88.3% | $97,260-86.8% | $145,884-91.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 10.25% | 244.44%-234.2pp | 75.54%-65.3pp | 551.85%-541.6pp |
| Employer contribution / active EE | $3,939 | $3,074+28.1% | $2,721+44.8% | $4,662-15.5% |
| Participant deferral / active EE | $1,340 | $4,674-71.3% | $4,262-68.6% | $6,690-80.0% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |