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 | $61,348 | $84,708-27.6% | $75,714-19.0% | $167,536-63.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.21% | 199.62%-187.4pp | 104.62%-92.4pp | 478.82%-466.6pp |
| Employer contribution / active EE | $2,093 | $3,231-35.2% | $2,744-23.7% | $4,839-56.7% |
| Participant deferral / active EE | $2,097 | $4,577-54.2% | $3,820-45.1% | $6,342-66.9% |
| Admin fee / account holder | $92 | $5,358-98.3% | $3,619-97.5% | $12,315-99.3% |