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 | $36,701 | $153,311-76.1% | $109,313-66.4% | $273,972-86.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 16.76% | 29.86%-13.1pp | 22.07%-5.3pp | 41.46%-24.7pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,730 | $3,932+96.6% | $3,166+144.1% | $5,287+46.2% |
| Admin fee / account holder | $126 | $8,076-98.4% | $5,666-97.8% | $10,133-98.8% |