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 | $174,626 | $99,345+75.8% | $84,753+106.0% | $273,972-36.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.47% | 22.93%-11.5pp | 22.78%-11.3pp | 41.46%-30.0pp |
| Employer contribution / active EE | $13,664 | $4,214+224.2% | $3,574+282.3% | $4,869+180.6% |
| Participant deferral / active EE | $13,855 | $4,270+224.5% | $3,712+273.3% | $5,287+162.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |