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 | $75,479 | $198,457-62.0% | $170,435-55.7% | $147,586-48.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.23% | 257.30%-242.1pp | 205.94%-190.7pp | 578.59%-563.4pp |
| Employer contribution / active EE | $4,065 | $6,183-34.3% | $5,432-25.2% | $4,876-16.6% |
| Participant deferral / active EE | $4,530 | $5,629-19.5% | $4,939-8.3% | $5,439-16.7% |
| Admin fee / account holder | $237 | $16,852-98.6% | $13,881-98.3% | $10,886-97.8% |