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 | $91,095 | $93,346-2.4% | $71,796+26.9% | $273,972-66.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.94% | 130.39%-124.5pp | 78.04%-72.1pp | 41.46%-35.5pp |
| Employer contribution / active EE | $354 | $2,733-87.1% | $1,924-81.6% | $4,869-92.7% |
| Participant deferral / active EE | $3,890 | $3,475+11.9% | $2,794+39.2% | $5,287-26.4% |
| Admin fee / account holder | $19 | $6,571-99.7% | $4,815-99.6% | $10,133-99.8% |