Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,625 | $155,555-89.3% | $146,866-88.7% | $155,188-89.3% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.5%+13.1pp | 80.8%+14.8pp |
| Annual return | 20.93% | 115.41%-94.5pp | 102.85%-81.9pp | 148.84%-127.9pp |
| Employer contribution / active EE | $1,664 | $4,647-64.2% | $4,425-62.4% | $4,248-60.8% |
| Participant deferral / active EE | $4,195 | $8,044-47.9% | $7,759-45.9% | $6,531-35.8% |
| Admin fee / account holder | $47 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |