Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,953 | $156,616-73.9% | $133,346-69.3% | $198,609-79.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 21.89% | 44.25%-22.4pp | 36.85%-15.0pp | 202.70%-180.8pp |
| Employer contribution / active EE | $5,608 | $3,368+66.5% | $2,853+96.5% | $5,055+10.9% |
| Participant deferral / active EE | $5,949 | $4,920+20.9% | $4,332+37.3% | $6,977-14.7% |
| Admin fee / account holder | $92 | $17,468-99.5% | $14,264-99.4% | $19,030-99.5% |