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 | $38,130 | $162,136-76.5% | $152,301-75.0% | $154,746-75.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.25% | 91.02%-67.8pp | 80.50%-57.3pp | 172.34%-149.1pp |
| Employer contribution / active EE | $3,058 | $4,890-37.5% | $4,624-33.9% | $4,379-30.2% |
| Participant deferral / active EE | $3,670 | $8,341-56.0% | $8,004-54.1% | $6,730-45.5% |
| Admin fee / account holder | $78 | $15,759-99.5% | $14,398-99.5% | $14,365-99.5% |