Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,685 | $129,737-34.7% | $119,126-28.9% | $154,746-45.3% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 22.21% | 379.08%-356.9pp | 282.11%-259.9pp | 172.34%-150.1pp |
| Employer contribution / active EE | $2,723 | $4,375-37.8% | $4,034-32.5% | $4,379-37.8% |
| Participant deferral / active EE | $8,740 | $5,842+49.6% | $5,318+64.3% | $6,730+29.9% |
| Admin fee / account holder | $20 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |