Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,945 | $117,895-72.9% | $102,460-68.8% | $145,897-78.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.82% | 31.92%-20.1pp | 29.47%-17.6pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,500 | $3,619-58.6% | $3,025-50.4% | $4,663-67.8% |
| Participant deferral / active EE | $2,600 | $5,736-54.7% | $5,056-48.6% | $6,689-61.1% |
| Admin fee / account holder | $117 | $13,353-99.1% | $9,460-98.8% | $13,390-99.1% |