Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,453 | $172,111-75.9% | $150,298-72.4% | $137,256-69.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.60% | 69.37%-57.8pp | 62.79%-51.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,348 | $4,636-49.4% | $4,154-43.5% | $4,156-43.5% |
| Participant deferral / active EE | $2,348 | $6,166-61.9% | $5,453-56.9% | $6,407-63.4% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |