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 | $135,201 | $100,901+34.0% | $75,501+79.1% | $147,586-8.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 17.01% | 35.78%-18.8pp | 27.35%-10.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $9,812 | $3,253+201.6% | $2,352+317.2% | $4,876+101.2% |
| Participant deferral / active EE | $4,647 | $4,027+15.4% | $3,142+47.9% | $5,439-14.6% |
| Admin fee / account holder | $81 | $11,285-99.3% | $5,801-98.6% | $10,886-99.3% |