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 | $45,758 | $165,399-72.3% | $149,745-69.4% | $158,982-71.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.58% | 348.34%-328.8pp | 276.72%-257.1pp | 302.99%-283.4pp |
| Employer contribution / active EE | $2,869 | $5,105-43.8% | $4,646-38.2% | $4,763-39.8% |
| Participant deferral / active EE | $7,942 | $7,183+10.6% | $6,843+16.1% | $5,983+32.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |