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 | $13,306 | $101,618-86.9% | $93,063-85.7% | $137,256-90.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.71% | 223.95%-203.2pp | 34.15%-13.4pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,357 | $2,707-13.0% | $2,476-4.8% | $4,156-43.3% |
| Participant deferral / active EE | $2,844 | $4,279-33.5% | $3,958-28.1% | $6,407-55.6% |
| Admin fee / account holder | $119 | $6,198-98.1% | $6,033-98.0% | $12,270-99.0% |