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 | $73,011 | $157,270-53.6% | $141,173-48.3% | $152,870-52.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 20.58% | 64.33%-43.8pp | 71.40%-50.8pp | 345.34%-324.8pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,699 | $7,110-33.9% | $6,710-30.0% | $5,850-19.7% |
| Admin fee / account holder | $30 | $12,121-99.8% | $10,262-99.7% | $11,597-99.7% |