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 | $41,907 | $148,582-71.8% | $135,942-69.2% | $139,456-69.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.74% | 79.26%-46.5pp | 68.28%-35.5pp | 373.45%-340.7pp |
| Employer contribution / active EE | $9,458 | $5,245+80.3% | $4,858+94.7% | $4,753+99.0% |
| Participant deferral / active EE | $27,068 | $8,101+234.1% | $7,759+248.9% | $6,711+303.3% |
| Admin fee / account holder | $45 | $12,402-99.6% | $10,764-99.6% | $11,407-99.6% |