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 | $23,934 | $113,339-78.9% | $94,993-74.8% | $147,585-83.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 22.25% | 20.77%+1.5pp | 27.12%-4.9pp | 578.57%-556.3pp |
| Employer contribution / active EE | $3,954 | $3,160+25.1% | $2,603+51.9% | $4,876-18.9% |
| Participant deferral / active EE | $5,675 | $3,777+50.2% | $3,317+71.1% | $5,439+4.3% |
| Admin fee / account holder | $141 | $6,063-97.7% | $4,960-97.2% | $10,885-98.7% |