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 | $96,781 | $110,093-12.1% | $97,295-0.5% | $145,897-33.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.34% | 244.76%-229.4pp | 75.62%-60.3pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,734 | $3,077-43.7% | $2,723-36.3% | $4,663-62.8% |
| Participant deferral / active EE | $14,214 | $4,678+203.9% | $4,264+233.4% | $6,689+112.5% |
| Admin fee / account holder | $138 | $6,212-97.8% | $5,646-97.6% | $13,390-99.0% |