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 | $5,467 | $97,125-94.4% | $86,233-93.7% | $137,256-96.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 27.63% | 74.19%-46.6pp | 61.39%-33.8pp | 220.34%-192.7pp |
| Employer contribution / active EE | $1,025 | $2,841-63.9% | $2,504-59.1% | $4,156-75.3% |
| Participant deferral / active EE | $1,637 | $5,180-68.4% | $4,559-64.1% | $6,407-74.5% |
| Admin fee / account holder | $19 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |