Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,550 | $165,351-75.5% | $149,710-72.9% | $158,931-74.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.89% | 348.19%-326.3pp | 276.63%-254.7pp | 302.86%-281.0pp |
| Employer contribution / active EE | $3,308 | $5,103-35.2% | $4,645-28.8% | $4,761-30.5% |
| Participant deferral / active EE | $15,950 | $7,181+122.1% | $6,842+133.1% | $5,982+166.6% |
| Admin fee / account holder | $165 | $10,807-98.5% | $9,309-98.2% | $11,247-98.5% |