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 | $78,980 | $162,136-51.3% | $152,301-48.1% | $154,746-49.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 55.71% | 91.02%-35.3pp | 80.50%-24.8pp | 172.34%-116.6pp |
| Employer contribution / active EE | $4,085 | $4,890-16.5% | $4,624-11.7% | $4,379-6.7% |
| Participant deferral / active EE | $18,841 | $8,341+125.9% | $8,004+135.4% | $6,730+179.9% |
| Admin fee / account holder | $15 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |