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 | $45,710 | $99,652-54.1% | $78,778-42.0% | $147,586-69.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.77% | 47.28%-31.5pp | 35.62%-19.9pp | 578.59%-562.8pp |
| Employer contribution / active EE | $934 | $2,796-66.6% | $1,986-53.0% | $4,876-80.8% |
| Participant deferral / active EE | $5,160 | $3,664+40.8% | $2,958+74.4% | $5,439-5.1% |
| Admin fee / account holder | $233 | $7,155-96.7% | $5,134-95.5% | $10,886-97.9% |