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 | $172,546 | $108,942+58.4% | $100,415+71.8% | $145,897+18.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.90% | 58.27%-38.4pp | 49.47%-29.6pp | 552.29%-532.4pp |
| Employer contribution / active EE | $2,473 | $4,422-44.1% | $3,943-37.3% | $4,663-47.0% |
| Participant deferral / active EE | $5,759 | $8,461-31.9% | $8,091-28.8% | $6,689-13.9% |
| Admin fee / account holder | $243 | $9,702-97.5% | $7,906-96.9% | $13,390-98.2% |