Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,069 | $69,252-58.0% | $64,099-54.7% | $139,456-79.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.89% | 45.89%-20.0pp | 33.70%-7.8pp | 373.45%-347.6pp |
| Employer contribution / active EE | $5,339 | $3,184+67.7% | $2,748+94.3% | $4,753+12.3% |
| Participant deferral / active EE | $8,154 | $4,683+74.1% | $3,881+110.1% | $6,711+21.5% |
| Admin fee / account holder | $36 | $4,248-99.2% | $3,070-98.8% | $11,407-99.7% |