Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,549 | $160,028-35.3% | $147,080-29.6% | $145,884-29.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.61% | 98.60%-87.0pp | 420.17%-408.6pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,944 | $5,286-44.3% | $4,933-40.3% | $4,662-36.9% |
| Participant deferral / active EE | $18,044 | $8,422+114.2% | $8,066+123.7% | $6,690+169.7% |
| Admin fee / account holder | $21 | $15,030-99.9% | $12,989-99.8% | $13,392-99.8% |