Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,290 | $172,111-69.6% | $150,298-65.2% | $137,256-61.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.38% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,456 | $4,636-47.0% | $4,154-40.9% | $4,156-40.9% |
| Participant deferral / active EE | $6,447 | $6,166+4.6% | $5,453+18.2% | $6,407+0.6% |
| Admin fee / account holder | $143 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |