Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,720 | $103,385-73.2% | $87,104-68.2% | $152,870-81.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 24.09% | 28.10%-4.0pp | 28.19%-4.1pp | 345.34%-321.3pp |
| Employer contribution / active EE | $5,926 | $3,220+84.0% | $2,521+135.0% | $4,763+24.4% |
| Participant deferral / active EE | $7,553 | $4,778+58.1% | $4,049+86.6% | $5,850+29.1% |
| Admin fee / account holder | $275 | $12,192-97.7% | $7,490-96.3% | $11,597-97.6% |