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 | $50,295 | $106,905-53.0% | $84,020-40.1% | $152,885-67.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 12.38% | 105.00%-92.6pp | 71.31%-58.9pp | 345.39%-333.0pp |
| Employer contribution / active EE | $3,845 | $2,735+40.6% | $1,984+93.8% | $4,763-19.3% |
| Participant deferral / active EE | $6,810 | $4,012+69.8% | $3,239+110.3% | $5,851+16.4% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |