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 | $35,567 | $154,228-76.9% | $145,433-75.5% | $137,256-74.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.31% | 74.59%-48.3pp | 66.58%-40.3pp | 220.34%-194.0pp |
| Employer contribution / active EE | $8,696 | $4,804+81.0% | $4,554+90.9% | $4,156+109.2% |
| Participant deferral / active EE | $4,613 | $8,216-43.9% | $7,897-41.6% | $6,407-28.0% |
| Admin fee / account holder | $17 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |