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 | $41,658 | $127,273-67.3% | $109,895-62.1% | $167,518-75.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.13% | 22.97%-9.8pp | 29.46%-16.3pp | 478.71%-465.6pp |
| Employer contribution / active EE | $895 | $3,324-73.1% | $2,843-68.5% | $4,838-81.5% |
| Participant deferral / active EE | $895 | $4,515-80.2% | $4,049-77.9% | $6,342-85.9% |
| Admin fee / account holder | $0 | $7,117-100.0% | $6,067-100.0% | $12,312-100.0% |