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 | $73,595 | $111,785-34.2% | $93,669-21.4% | $145,877-49.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.36% | 203.79%-191.4pp | 133.59%-121.2pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,969 | $3,096-4.1% | $2,424+22.5% | $4,663-36.3% |
| Participant deferral / active EE | $5,398 | $4,919+9.7% | $4,416+22.2% | $6,691-19.3% |
| Admin fee / account holder | $68 | $10,256-99.3% | $8,291-99.2% | $13,402-99.5% |