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 | $12,643 | $106,588-88.1% | $94,215-86.6% | $155,188-91.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 23.46% | 29.39%-5.9pp | 28.22%-4.8pp | 148.84%-125.4pp |
| Employer contribution / active EE | $1,979 | $3,080-35.7% | $2,675-26.0% | $4,248-53.4% |
| Participant deferral / active EE | $2,347 | $4,802-51.1% | $4,276-45.1% | $6,531-64.1% |
| Admin fee / account holder | $250 | $12,281-98.0% | $10,216-97.6% | $14,480-98.3% |