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 | $25,294 | $107,368-76.4% | $92,915-72.8% | $152,909-83.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.43% | 145.64%-122.2pp | 109.45%-86.0pp | 345.46%-322.0pp |
| Employer contribution / active EE | $2,086 | $4,222-50.6% | $3,653-42.9% | $4,764-56.2% |
| Participant deferral / active EE | $1,426 | $4,848-70.6% | $4,238-66.3% | $5,851-75.6% |
| Admin fee / account holder | $291 | $7,082-95.9% | $5,796-95.0% | $11,601-97.5% |