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 | $40,607 | $96,691-58.0% | $86,656-53.1% | $139,487-70.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.77% | 106.87%-93.1pp | 593.09%-579.3pp | 373.84%-360.1pp |
| Employer contribution / active EE | $3,152 | $3,267-3.5% | $3,025+4.2% | $4,755-33.7% |
| Participant deferral / active EE | $3,537 | $4,838-26.9% | $4,439-20.3% | $6,713-47.3% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |