Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,823 | $112,131-53.8% | $95,964-46.0% | $158,982-67.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.76% | 171.19%-152.4pp | 91.64%-72.9pp | 302.99%-284.2pp |
| Employer contribution / active EE | $3,051 | $3,199-4.6% | $2,541+20.1% | $4,763-35.9% |
| Participant deferral / active EE | $8,800 | $4,784+83.9% | $4,167+111.2% | $5,983+47.1% |
| Admin fee / account holder | $19 | $10,136-99.8% | $6,797-99.7% | $11,252-99.8% |