Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,184 | $217,432-74.6% | $185,849-70.3% | $167,536-67.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.35% | 148.42%-128.1pp | 122.10%-101.7pp | 478.82%-458.5pp |
| Employer contribution / active EE | $3,713 | $5,875-36.8% | $5,169-28.2% | $4,839-23.3% |
| Participant deferral / active EE | $5,723 | $6,357-10.0% | $5,569+2.8% | $6,342-9.8% |
| Admin fee / account holder | $18 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |