Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,733 | $148,623-82.0% | $135,974-80.3% | $139,466-80.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.45% | 79.30%-64.8pp | 68.30%-53.9pp | 373.66%-359.2pp |
| Employer contribution / active EE | $3,427 | $5,246-34.7% | $4,859-29.5% | $4,754-27.9% |
| Participant deferral / active EE | $6,971 | $8,103-14.0% | $7,760-10.2% | $6,712+3.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |