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 | $55,480 | $209,405-73.5% | $178,486-68.9% | $158,931-65.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.95% | 188.77%-180.8pp | 151.08%-143.1pp | 302.86%-294.9pp |
| Employer contribution / active EE | $1,554 | $5,707-72.8% | $5,011-69.0% | $4,761-67.4% |
| Participant deferral / active EE | $4,282 | $5,954-28.1% | $5,202-17.7% | $5,982-28.4% |
| Admin fee / account holder | $63 | $17,076-99.6% | $13,985-99.5% | $11,247-99.4% |