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 | $101,405 | $152,619-33.6% | $125,195-19.0% | $152,909-33.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.53% | 54.85%-32.3pp | 43.79%-21.3pp | 345.46%-322.9pp |
| Employer contribution / active EE | $7,397 | $4,947+49.5% | $3,866+91.3% | $4,764+55.3% |
| Participant deferral / active EE | $9,281 | $5,869+58.1% | $4,937+88.0% | $5,851+58.6% |
| Admin fee / account holder | $5 | $13,437-100.0% | $9,704-99.9% | $11,601-100.0% |