Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,545 | $175,259-86.0% | $149,723-83.6% | $139,487-82.4% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 24.71% | 166.82%-142.1pp | 134.50%-109.8pp | 373.84%-349.1pp |
| Employer contribution / active EE | $2,893 | $5,478-47.2% | $4,821-40.0% | $4,755-39.2% |
| Participant deferral / active EE | $8,277 | $6,522+26.9% | $5,682+45.7% | $6,713+23.3% |
| Admin fee / account holder | $39 | $16,158-99.8% | $13,215-99.7% | $11,407-99.7% |