Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,155 | $106,236-49.0% | $96,496-43.9% | $139,427-61.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.83% | 38.43%-21.6pp | 35.70%-18.9pp | 373.27%-356.4pp |
| Employer contribution / active EE | $16,316 | $4,104+297.6% | $3,738+336.5% | $4,752+243.4% |
| Participant deferral / active EE | $10,179 | $5,455+86.6% | $4,879+108.6% | $6,711+51.7% |
| Admin fee / account holder | $0 | $7,879-100.0% | $6,731-100.0% | $11,404-100.0% |