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 | $15,760 | $115,917-86.4% | $100,535-84.3% | $158,982-90.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.99%-303.0pp |
| Employer contribution / active EE | $5,106 | $4,105+24.4% | $3,419+49.4% | $4,763+7.2% |
| Participant deferral / active EE | $8,947 | $6,677+34.0% | $6,271+42.7% | $5,983+49.5% |
| Admin fee / account holder | $132 | $11,002-98.8% | $8,085-98.4% | $11,252-98.8% |