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 | $40,934 | $99,345-58.8% | $84,753-51.7% | $273,972-85.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.51% | 22.93%-12.4pp | 22.78%-12.3pp | 41.46%-30.9pp |
| Employer contribution / active EE | $14,469 | $4,214+243.4% | $3,574+304.8% | $4,869+197.2% |
| Participant deferral / active EE | $10,750 | $4,270+151.8% | $3,712+189.6% | $5,287+103.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |