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 | $79,629 | $172,111-53.7% | $150,298-47.0% | $137,256-42.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.63% | 69.37%-48.7pp | 62.79%-42.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,229 | $4,636-51.9% | $4,154-46.4% | $4,156-46.4% |
| Participant deferral / active EE | $3,875 | $6,166-37.2% | $5,453-28.9% | $6,407-39.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |