Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,907 | $63,819-54.7% | $57,736-49.9% | $139,466-79.3% |
| Participation rate | 75.0% | 65.7%+9.3pp | 64.8%+10.2pp | 80.3%-5.3pp |
| Annual return | 27.26% | 27.50%-0.2pp | 43.59%-16.3pp | 373.66%-346.4pp |
| Employer contribution / active EE | $2,364 | $2,754-14.2% | $2,452-3.6% | $4,754-50.3% |
| Participant deferral / active EE | $10,270 | $5,353+91.8% | $4,672+119.8% | $6,712+53.0% |
| Admin fee / account holder | $82 | $1,300-93.7% | $1,502-94.5% | $11,409-99.3% |