Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,449 | $201,344-79.4% | $184,243-77.5% | $145,877-71.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.03% | 29.01%-14.0pp | 28.82%-13.8pp | 551.28%-536.3pp |
| Employer contribution / active EE | $1,959 | $7,022-72.1% | $6,427-69.5% | $4,663-58.0% |
| Participant deferral / active EE | $9,970 | $9,807+1.7% | $9,132+9.2% | $6,691+49.0% |
| Admin fee / account holder | $195 | $16,382-98.8% | $13,914-98.6% | $13,402-98.5% |