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 | $78,994 | $115,810-31.8% | $101,271-22.0% | $158,966-50.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.36% | 56.15%-37.8pp | 46.48%-28.1pp | 302.95%-284.6pp |
| Employer contribution / active EE | $3,659 | $4,175-12.4% | $3,6600% | $4,762-23.2% |
| Participant deferral / active EE | $7,276 | $4,958+46.7% | $4,371+66.5% | $5,983+21.6% |
| Admin fee / account holder | $2 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |