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 | $44,464 | $148,623-70.1% | $135,974-67.3% | $139,466-68.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 37.04% | 79.30%-42.3pp | 68.30%-31.3pp | 373.66%-336.6pp |
| Employer contribution / active EE | $2,447 | $5,246-53.4% | $4,859-49.6% | $4,754-48.5% |
| Participant deferral / active EE | $5,500 | $8,103-32.1% | $7,760-29.1% | $6,712-18.1% |
| Admin fee / account holder | $258 | $12,406-97.9% | $10,767-97.6% | $11,409-97.7% |