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 | $37,026 | $157,276-76.5% | $141,177-73.8% | $152,885-75.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.07% | 64.33%-48.3pp | 71.40%-55.3pp | 345.39%-329.3pp |
| Employer contribution / active EE | $6,923 | $5,262+31.6% | $4,736+46.2% | $4,763+45.3% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $265 | $12,123-97.8% | $10,263-97.4% | $11,598-97.7% |