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 | $40,757 | $232,540-82.5% | $185,117-78.0% | $147,585-72.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.89% | 43.03%-27.1pp | 40.50%-24.6pp | 578.57%-562.7pp |
| Employer contribution / active EE | $3,912 | $5,195-24.7% | $4,182-6.5% | $4,876-19.8% |
| Participant deferral / active EE | $2,504 | $5,834-57.1% | $5,045-50.4% | $5,439-54.0% |
| Admin fee / account holder | $8 | $10,275-99.9% | $8,159-99.9% | $10,885-99.9% |