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 | $63,489 | $174,379-63.6% | $152,093-58.3% | $138,895-54.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.80% | 74.86%-54.1pp | 66.36%-45.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,475 | $4,652-68.3% | $4,175-64.7% | $4,194-64.8% |
| Participant deferral / active EE | $4,404 | $6,159-28.5% | $5,451-19.2% | $6,396-31.1% |
| Admin fee / account holder | $19 | $16,880-99.9% | $14,497-99.9% | $12,562-99.8% |