Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,643 | $86,701+183.3% | $73,309+235.1% | $125,388+95.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.44% | 2.78%-2.3pp | 5.67%-5.2pp | 282.24%-281.8pp |
| Employer contribution / active EE | $3,423 | $4,152-17.6% | $3,237+5.7% | $4,866-29.7% |
| Participant deferral / active EE | $6,351 | $5,549+14.5% | $4,991+27.3% | $5,352+18.7% |
| Admin fee / account holder | $10 | $7,768-99.9% | $5,635-99.8% | $9,541-99.9% |