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 | $30,032 | $89,367-66.4% | $141,191-78.7% | $72,975-58.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.67% | 111.87%-85.2pp | 71.41%-44.7pp | 81.01%-54.3pp |
| Employer contribution / active EE | $1,052 | $3,115-66.2% | $4,736-77.8% | $2,440-56.9% |
| Participant deferral / active EE | $3,623 | $5,419-33.1% | $6,710-46.0% | $3,608+0.4% |
| Admin fee / account holder | $170 | $5,957-97.1% | $10,264-98.3% | $5,124-96.7% |