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 | $32,980 | $110,278-70.1% | $95,740-65.6% | $139,466-76.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.12% | 27.19%-15.1pp | 28.41%-16.3pp | 373.66%-361.5pp |
| Employer contribution / active EE | $12,897 | $3,260+295.6% | $2,836+354.7% | $4,754+171.3% |
| Participant deferral / active EE | $3,523 | $4,674-24.6% | $4,244-17.0% | $6,712-47.5% |
| Admin fee / account holder | $244 | $6,613-96.3% | $5,676-95.7% | $11,409-97.9% |