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 | $42,844 | $165,939-74.2% | $122,354-65.0% | $147,586-71.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.12% | 34.56%-18.4pp | 30.28%-14.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $2,438 | $5,754-57.6% | $4,051-39.8% | $4,876-50.0% |
| Participant deferral / active EE | $4,706 | $4,005+17.5% | $3,287+43.2% | $5,439-13.5% |
| Admin fee / account holder | $95 | $7,425-98.7% | $5,479-98.3% | $10,886-99.1% |