Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,560 | $102,663-75.1% | $86,216-70.4% | $139,466-81.7% |
| Participation rate | 72.2% | 74.5%-2.3pp | 69.0%+3.3pp | 80.3%-8.1pp |
| Annual return | 13.61% | 1924.52%-1910.9pp | 1169.42%-1155.8pp | 373.66%-360.0pp |
| Employer contribution / active EE | $3,060 | $3,035+0.9% | $2,382+28.5% | $4,754-35.6% |
| Participant deferral / active EE | $1,418 | $4,677-69.7% | $3,986-64.4% | $6,712-78.9% |
| Admin fee / account holder | $96 | $8,663-98.9% | $6,853-98.6% | $11,409-99.2% |