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 | $42,417 | $148,623-71.5% | $135,974-68.8% | $139,466-69.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 41.32% | 79.30%-38.0pp | 68.30%-27.0pp | 373.66%-332.3pp |
| Employer contribution / active EE | $4,713 | $5,246-10.2% | $4,859-3.0% | $4,754-0.9% |
| Participant deferral / active EE | $5,891 | $8,103-27.3% | $7,760-24.1% | $6,712-12.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |