Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,324 | $211,288-78.5% | $178,540-74.6% | $145,884-68.9% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 15.22% | 30.27%-15.1pp | 27.15%-11.9pp | 551.85%-536.6pp |
| Employer contribution / active EE | $2,325 | $4,574-49.2% | $3,953-41.2% | $4,662-50.1% |
| Participant deferral / active EE | $2,325 | $6,967-66.6% | $6,281-63.0% | $6,690-65.2% |
| Admin fee / account holder | $11 | $12,105-99.9% | $10,424-99.9% | $13,392-99.9% |