Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,227 | $142,426-47.9% | $115,167-35.5% | $152,909-51.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 24.62% | 41.48%-16.9pp | 35.60%-11.0pp | 345.46%-320.8pp |
| Employer contribution / active EE | $15,108 | $4,011+276.7% | $3,179+375.2% | $4,764+217.1% |
| Participant deferral / active EE | $18,767 | $5,165+263.4% | $4,169+350.2% | $5,851+220.7% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |