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 | $36,080 | $96,524-62.6% | $75,900-52.5% | $152,909-76.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 22.89% | 33.93%-11.0pp | 30.73%-7.8pp | 345.46%-322.6pp |
| Employer contribution / active EE | $1,965 | $3,311-40.6% | $2,501-21.4% | $4,764-58.7% |
| Participant deferral / active EE | $16,333 | $4,554+258.6% | $3,604+353.2% | $5,851+179.1% |
| Admin fee / account holder | $207 | $8,082-97.4% | $5,421-96.2% | $11,601-98.2% |