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 | $27,572 | $185,312-85.1% | $161,489-82.9% | $154,746-82.2% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 28.84% | 103.84%-75.0pp | 89.72%-60.9pp | 172.34%-143.5pp |
| Employer contribution / active EE | $2,691 | $4,769-43.6% | $4,268-37.0% | $4,379-38.5% |
| Participant deferral / active EE | $7,326 | $6,350+15.4% | $5,630+30.1% | $6,730+8.9% |
| Admin fee / account holder | $60 | $18,654-99.7% | $16,006-99.6% | $14,365-99.6% |