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 | $48,321 | $212,386-77.2% | $199,883-75.8% | $138,895-65.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 27.16% | 47.75%-20.6pp | 43.81%-16.6pp | 145.39%-118.2pp |
| Employer contribution / active EE | $6,343 | $6,625-4.3% | $6,261+1.3% | $4,194+51.2% |
| Participant deferral / active EE | $17,577 | $9,617+82.8% | $9,138+92.3% | $6,396+174.8% |
| Admin fee / account holder | $103 | $18,233-99.4% | $17,268-99.4% | $12,562-99.2% |