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 | $17,558 | $102,638-82.9% | $81,991-78.6% | $158,966-89.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 10.81% | 61.05%-50.2pp | 41.31%-30.5pp | 302.95%-292.1pp |
| Employer contribution / active EE | $3,451 | $3,241+6.5% | $2,498+38.1% | $4,762-27.5% |
| Participant deferral / active EE | $2,619 | $4,649-43.7% | $3,722-29.7% | $5,983-56.2% |
| Admin fee / account holder | $201 | $8,237-97.6% | $5,665-96.4% | $11,250-98.2% |