Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,750 | $201,372-49.0% | $184,260-44.2% | $145,884-29.6% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 18.07% | 29.04%-11.0pp | 28.84%-10.8pp | 551.85%-533.8pp |
| Employer contribution / active EE | $1,874 | $7,024-73.3% | $6,427-70.9% | $4,662-59.8% |
| Participant deferral / active EE | $6,314 | $9,808-35.6% | $9,133-30.9% | $6,690-5.6% |
| Admin fee / account holder | $40 | $16,362-99.8% | $13,898-99.7% | $13,392-99.7% |