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 | $26,172 | $166,242-84.3% | $165,071-84.1% | $145,884-82.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 14.51% | 100.44%-85.9pp | 70.17%-55.7pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,232 | $5,283-57.7% | $4,347-48.7% | $4,662-52.1% |
| Participant deferral / active EE | $6,596 | $6,964-5.3% | $6,035+9.3% | $6,690-1.4% |
| Admin fee / account holder | $117 | $16,658-99.3% | $12,695-99.1% | $13,392-99.1% |