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 | $14,278 | $172,111-91.7% | $150,298-90.5% | $137,256-89.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.43% | 69.37%-46.9pp | 62.79%-40.4pp | 220.34%-197.9pp |
| Employer contribution / active EE | $3,161 | $4,636-31.8% | $4,154-23.9% | $4,156-23.9% |
| Participant deferral / active EE | $8,071 | $6,166+30.9% | $5,453+48.0% | $6,407+26.0% |
| Admin fee / account holder | $148 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |