Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,035 | $157,304-61.8% | $141,197-57.5% | $152,909-60.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.29% | 64.34%-38.1pp | 71.41%-45.1pp | 345.46%-319.2pp |
| Employer contribution / active EE | $11,720 | $5,263+122.7% | $4,736+147.5% | $4,764+146.0% |
| Participant deferral / active EE | $10,875 | $7,111+52.9% | $6,710+62.1% | $5,851+85.9% |
| Admin fee / account holder | $15 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |