Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,095 | $102,616-73.6% | $81,981-66.9% | $158,931-83.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 25.38% | 61.05%-35.7pp | 41.31%-15.9pp | 302.86%-277.5pp |
| Employer contribution / active EE | $1,979 | $3,240-38.9% | $2,498-20.8% | $4,761-58.4% |
| Participant deferral / active EE | $5,033 | $4,648+8.3% | $3,722+35.2% | $5,982-15.9% |
| Admin fee / account holder | $20 | $8,236-99.8% | $5,664-99.6% | $11,247-99.8% |