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 | $130,473 | $228,395-42.9% | $185,861-29.8% | $158,982-17.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.31% | 40.82%-28.5pp | 35.96%-23.7pp | 302.99%-290.7pp |
| Employer contribution / active EE | $2,325 | $4,968-53.2% | $4,088-43.1% | $4,763-51.2% |
| Participant deferral / active EE | $4,482 | $6,417-30.2% | $5,634-20.4% | $5,983-25.1% |
| Admin fee / account holder | -$97 | $11,869-100.8% | $9,503-101.0% | $11,252-100.9% |