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 | $73,270 | $109,411-33.0% | $89,435-18.1% | $158,982-53.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.62% | 345.68%-330.1pp | 245.55%-229.9pp | 302.99%-287.4pp |
| Employer contribution / active EE | $7,679 | $3,173+142.0% | $2,587+196.8% | $4,763+61.2% |
| Participant deferral / active EE | $3,649 | $4,600-20.7% | $3,890-6.2% | $5,983-39.0% |
| Admin fee / account holder | $4 | $6,159-99.9% | $4,884-99.9% | $11,252-100.0% |