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 | $196,937 | $123,000+60.1% | $105,582+86.5% | $198,609-0.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 8.59% | 18.31%-9.7pp | 18.61%-10.0pp | 202.70%-194.1pp |
| Employer contribution / active EE | $3,574 | $3,582-0.2% | $2,984+19.8% | $5,055-29.3% |
| Participant deferral / active EE | $3,772 | $5,013-24.7% | $4,353-13.3% | $6,977-45.9% |
| Admin fee / account holder | $0 | $16,254-100.0% | $12,856-100.0% | $19,030-100.0% |