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 | $21,342 | $101,063-78.9% | $81,473-73.8% | $147,586-85.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.77% | 32.41%-15.6pp | 38.78%-22.0pp | 578.59%-561.8pp |
| Employer contribution / active EE | $1,071 | $3,206-66.6% | $2,568-58.3% | $4,876-78.0% |
| Participant deferral / active EE | $4,405 | $4,242+3.8% | $3,537+24.5% | $5,439-19.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |