Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,164 | $113,338+21.9% | $94,993+45.4% | $147,586-6.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.09% | 20.80%-7.7pp | 27.14%-14.1pp | 578.59%-565.5pp |
| Employer contribution / active EE | $1,473 | $3,160-53.4% | $2,603-43.4% | $4,876-69.8% |
| Participant deferral / active EE | $7,041 | $3,777+86.4% | $3,317+112.3% | $5,439+29.5% |
| Admin fee / account holder | $282 | $6,063-95.3% | $4,960-94.3% | $10,886-97.4% |