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 | $43,101 | $154,193-72.0% | $130,045-66.9% | $139,466-69.1% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.5%+9.7pp | 80.3%+7.9pp |
| Annual return | 18.69% | 32.51%-13.8pp | -137.30%+156.0pp | 373.66%-355.0pp |
| Employer contribution / active EE | $2,393 | $5,292-54.8% | $4,321-44.6% | $4,754-49.7% |
| Participant deferral / active EE | $6,129 | $6,709-8.6% | $5,820+5.3% | $6,712-8.7% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |