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 | $44,398 | $117,829-62.3% | $102,423-56.7% | $145,877-69.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.44% | 31.83%-22.4pp | 29.42%-20.0pp | 551.28%-541.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,032 | $5,732+5.2% | $5,054+19.3% | $6,691-9.8% |
| Admin fee / account holder | $25 | $13,335-99.8% | $9,455-99.7% | $13,402-99.8% |