Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,872 | $131,835-49.3% | $108,582-38.4% | $273,972-75.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 27.29% | -91.57%+118.9pp | -51.70%+79.0pp | 41.46%-14.2pp |
| Employer contribution / active EE | $26,656 | $4,913+442.6% | $3,758+609.3% | $4,869+447.5% |
| Participant deferral / active EE | $18,000 | $5,127+251.1% | $4,311+317.5% | $5,287+240.4% |
| Admin fee / account holder | $271 | $10,253-97.4% | $7,645-96.5% | $10,133-97.3% |