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 | $41,568 | $100,970-58.8% | $96,576-57.0% | $137,256-69.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.30% | 38.16%-17.9pp | 38.47%-18.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,608 | $3,809-5.3% | $3,553+1.5% | $4,156-13.2% |
| Participant deferral / active EE | $9,125 | $8,286+10.1% | $7,956+14.7% | $6,407+42.4% |
| Admin fee / account holder | $94 | $11,312-99.2% | $11,381-99.2% | $12,270-99.2% |