Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,391 | $155,555-56.7% | $146,866-54.1% | $155,188-56.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.36% | 115.41%-96.1pp | 102.85%-83.5pp | 148.84%-129.5pp |
| Employer contribution / active EE | $9,730 | $4,647+109.4% | $4,425+119.9% | $4,248+129.1% |
| Participant deferral / active EE | $9,730 | $8,044+21.0% | $7,759+25.4% | $6,531+49.0% |
| Admin fee / account holder | $172 | $14,755-98.8% | $13,620-98.7% | $14,480-98.8% |