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 | $68,799 | $152,612-54.9% | $125,192-45.0% | $152,897-55.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.13% | 54.85%-30.7pp | 43.79%-19.7pp | 345.43%-321.3pp |
| Employer contribution / active EE | $1,845 | $4,947-62.7% | $3,866-52.3% | $4,764-61.3% |
| Participant deferral / active EE | $6,133 | $5,868+4.5% | $4,937+24.2% | $5,851+4.8% |
| Admin fee / account holder | $117 | $13,437-99.1% | $9,704-98.8% | $11,599-99.0% |