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 | $100,026 | $148,629-32.7% | $135,982-26.4% | $139,487-28.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.34% | 79.33%-58.0pp | 68.32%-47.0pp | 373.84%-352.5pp |
| Employer contribution / active EE | $5,715 | $5,247+8.9% | $4,859+17.6% | $4,755+20.2% |
| Participant deferral / active EE | $9,159 | $8,102+13.0% | $7,760+18.0% | $6,713+36.4% |
| Admin fee / account holder | $288 | $12,406-97.7% | $10,767-97.3% | $11,407-97.5% |