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 | $72,891 | $148,629-51.0% | $135,982-46.4% | $139,487-47.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.07% | 79.33%-53.3pp | 68.32%-42.3pp | 373.84%-347.8pp |
| Employer contribution / active EE | $3,106 | $5,247-40.8% | $4,859-36.1% | $4,755-34.7% |
| Participant deferral / active EE | $11,939 | $8,102+47.3% | $7,760+53.8% | $6,713+77.9% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |