Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,857 | $201,344-52.4% | $184,243-48.0% | $145,877-34.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.76% | 29.01%-12.3pp | 28.82%-12.1pp | 551.28%-534.5pp |
| Employer contribution / active EE | $1,904 | $7,022-72.9% | $6,427-70.4% | $4,663-59.2% |
| Participant deferral / active EE | $5,499 | $9,807-43.9% | $9,132-39.8% | $6,691-17.8% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |