Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,836 | $103,393-69.2% | $87,103-63.4% | $152,909-79.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 24.51% | 28.10%-3.6pp | 28.19%-3.7pp | 345.46%-321.0pp |
| Employer contribution / active EE | $4,638 | $3,221+44.0% | $2,521+83.9% | $4,764-2.7% |
| Participant deferral / active EE | $6,772 | $4,778+41.7% | $4,049+67.3% | $5,851+15.7% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |