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 | $73,346 | $157,296-53.4% | $141,191-48.1% | $152,897-52.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.81% | 64.34%-47.5pp | 71.41%-54.6pp | 345.43%-328.6pp |
| Employer contribution / active EE | $1,299 | $5,262-75.3% | $4,736-72.6% | $4,764-72.7% |
| Participant deferral / active EE | $2,320 | $7,111-67.4% | $6,710-65.4% | $5,851-60.3% |
| Admin fee / account holder | $74 | $12,125-99.4% | $10,264-99.3% | $11,599-99.4% |