Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,572 | $183,516-69.2% | $155,534-63.6% | $145,884-61.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 22.51% | 61.43%-38.9pp | 64.92%-42.4pp | 551.85%-529.3pp |
| Employer contribution / active EE | $5,789 | $5,315+8.9% | $4,675+23.8% | $4,662+24.2% |
| Participant deferral / active EE | $16,174 | $6,467+150.1% | $5,630+187.3% | $6,690+141.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |