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 | $34,734 | $85,060-59.2% | $70,548-50.8% | $139,456-75.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 19.41% | 30.38%-11.0pp | 32.78%-13.4pp | 373.45%-354.0pp |
| Employer contribution / active EE | $1,970 | $3,911-49.6% | $2,975-33.8% | $4,753-58.6% |
| Participant deferral / active EE | $5,181 | $5,890-12.0% | $4,567+13.4% | $6,711-22.8% |
| Admin fee / account holder | $151 | $8,925-98.3% | $6,424-97.6% | $11,407-98.7% |