Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,874 | $172,111-83.2% | $150,298-80.8% | $137,256-79.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.55% | 69.37%-45.8pp | 62.79%-39.2pp | 220.34%-196.8pp |
| Employer contribution / active EE | $3,184 | $4,636-31.3% | $4,154-23.3% | $4,156-23.4% |
| Participant deferral / active EE | $3,400 | $6,166-44.9% | $5,453-37.6% | $6,407-46.9% |
| Admin fee / account holder | $28 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |