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 | $34,136 | $157,304-78.3% | $141,197-75.8% | $152,909-77.7% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 73.76% | 64.34%+9.4pp | 71.41%+2.4pp | 345.46%-271.7pp |
| Employer contribution / active EE | $1,624 | $5,263-69.1% | $4,736-65.7% | $4,764-65.9% |
| Participant deferral / active EE | $3,957 | $7,111-44.4% | $6,710-41.0% | $5,851-32.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |