Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,133 | $111,535-23.7% | $105,223-19.1% | $137,256-38.0% |
| Participation rate | 94.4% | 78.1%+16.4pp | 75.0%+19.4pp | 80.0%+14.5pp |
| Annual return | 17.89% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $15,555 | $3,939+294.9% | $3,689+321.7% | $4,156+274.3% |
| Participant deferral / active EE | $11,366 | $5,500+106.7% | $5,072+124.1% | $6,407+77.4% |
| Admin fee / account holder | $159 | $9,721-98.4% | $8,859-98.2% | $12,270-98.7% |