Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,530 | $107,666-56.8% | $102,184-54.5% | $154,746-69.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 24.82% | 29.33%-4.5pp | 31.58%-6.8pp | 172.34%-147.5pp |
| Employer contribution / active EE | $5,124 | $3,846+33.2% | $3,594+42.6% | $4,379+17.0% |
| Participant deferral / active EE | $5,124 | $8,719-41.2% | $8,309-38.3% | $6,730-23.9% |
| Admin fee / account holder | $92 | $12,943-99.3% | $11,609-99.2% | $14,365-99.4% |