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 | $80,982 | $105,145-23.0% | $94,664-14.5% | $139,466-41.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.60% | 38.09%-20.5pp | 156.84%-139.2pp | 373.66%-356.1pp |
| Employer contribution / active EE | $2,191 | $4,107-46.7% | $3,673-40.4% | $4,754-53.9% |
| Participant deferral / active EE | $7,343 | $7,599-3.4% | $7,417-1.0% | $6,712+9.4% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |