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 | $77,394 | $183,988-57.9% | $162,177-52.3% | $152,897-49.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.32% | 150.79%-127.5pp | 115.60%-92.3pp | 345.43%-322.1pp |
| Employer contribution / active EE | $6,342 | $6,370-0.4% | $5,613+13.0% | $4,764+33.1% |
| Participant deferral / active EE | $16,703 | $8,032+107.9% | $7,297+128.9% | $5,851+185.5% |
| Admin fee / account holder | $110 | $13,123-99.2% | $10,843-99.0% | $11,599-99.1% |