Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,736 | $107,363-64.9% | $92,909-59.4% | $152,897-75.3% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.5%+10.4pp |
| Annual return | 32.39% | 145.63%-113.2pp | 109.44%-77.0pp | 345.43%-313.0pp |
| Employer contribution / active EE | $3,852 | $4,222-8.8% | $3,653+5.4% | $4,764-19.1% |
| Participant deferral / active EE | $14,163 | $4,848+192.1% | $4,238+234.2% | $5,851+142.1% |
| Admin fee / account holder | $186 | $7,082-97.4% | $5,795-96.8% | $11,599-98.4% |