Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,545 | $107,368-70.6% | $92,915-66.0% | $152,909-79.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.23% | 145.64%-129.4pp | 109.45%-93.2pp | 345.46%-329.2pp |
| Employer contribution / active EE | $2,514 | $4,222-40.5% | $3,653-31.2% | $4,764-47.2% |
| Participant deferral / active EE | $9,500 | $4,848+96.0% | $4,238+124.2% | $5,851+62.4% |
| Admin fee / account holder | $79 | $7,082-98.9% | $5,796-98.6% | $11,601-99.3% |