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 | $102,766 | $183,539-44.0% | $155,556-33.9% | $145,897-29.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.48% | 61.31%-51.8pp | 64.84%-55.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $6,007 | $5,315+13.0% | $4,675+28.5% | $4,663+28.8% |
| Participant deferral / active EE | $8,591 | $6,467+32.9% | $5,631+52.6% | $6,689+28.4% |
| Admin fee / account holder | $100 | $19,275-99.5% | $15,885-99.4% | $13,390-99.3% |