Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,845 | $102,663-46.6% | $86,216-36.4% | $139,466-60.7% |
| Participation rate | 73.3% | 74.5%-1.2pp | 69.0%+4.4pp | 80.3%-7.0pp |
| Annual return | 19.09% | 1924.52%-1905.4pp | 1169.42%-1150.3pp | 373.66%-354.6pp |
| Employer contribution / active EE | $2,873 | $3,035-5.3% | $2,382+20.7% | $4,754-39.6% |
| Participant deferral / active EE | $5,390 | $4,677+15.2% | $3,986+35.2% | $6,712-19.7% |
| Admin fee / account holder | $97 | $8,663-98.9% | $6,853-98.6% | $11,409-99.1% |