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 | $56,914 | $209,336-72.8% | $197,124-71.1% | $137,256-58.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.22% | 48.09%-24.9pp | 44.34%-21.1pp | 220.34%-197.1pp |
| Employer contribution / active EE | $6,091 | $6,591-7.6% | $6,227-2.2% | $4,156+46.6% |
| Participant deferral / active EE | $11,838 | $9,614+23.1% | $9,135+29.6% | $6,407+84.8% |
| Admin fee / account holder | $122 | $17,308-99.3% | $16,298-99.3% | $12,270-99.0% |