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 | $112,429 | $197,625-43.1% | $177,840-36.8% | $158,966-29.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.32% | 58.76%-34.4pp | 48.32%-24.0pp | 302.95%-278.6pp |
| Employer contribution / active EE | $8,952 | $6,698+33.7% | $5,919+51.3% | $4,762+88.0% |
| Participant deferral / active EE | $13,542 | $8,405+61.1% | $7,714+75.6% | $5,983+126.3% |
| Admin fee / account holder | $70 | $15,405-99.5% | $12,431-99.4% | $11,250-99.4% |