Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,151 | $106,280-57.5% | $96,538-53.2% | $139,487-67.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.11% | 38.48%-13.4pp | 35.74%-10.6pp | 373.84%-348.7pp |
| Employer contribution / active EE | $4,546 | $4,107+10.7% | $3,740+21.6% | $4,755-4.4% |
| Participant deferral / active EE | $5,663 | $5,457+3.8% | $4,880+16.0% | $6,713-15.6% |
| Admin fee / account holder | $158 | $7,888-98.0% | $6,737-97.7% | $11,407-98.6% |