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 | $32,766 | $105,856-69.0% | $90,161-63.7% | $147,586-77.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.46% | 37.63%-18.2pp | 34.89%-15.4pp | 578.59%-559.1pp |
| Employer contribution / active EE | $1,149 | $4,126-72.2% | $3,318-65.4% | $4,876-76.4% |
| Participant deferral / active EE | $2,017 | $5,733-64.8% | $5,287-61.9% | $5,439-62.9% |
| Admin fee / account holder | $23 | $8,046-99.7% | $5,943-99.6% | $10,886-99.8% |