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 | $69,235 | $149,778-53.8% | $118,946-41.8% | $158,966-56.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.23% | 19.95%-2.7pp | 35.89%-18.7pp | 302.95%-285.7pp |
| Employer contribution / active EE | $2,709 | $4,117-34.2% | $3,263-17.0% | $4,762-43.1% |
| Participant deferral / active EE | $7,126 | $5,225+36.4% | $4,266+67.0% | $5,983+19.1% |
| Admin fee / account holder | $172 | $8,604-98.0% | $6,581-97.4% | $11,250-98.5% |