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 | $27,467 | $48,314-43.1% | $67,561-59.3% | $80,925-66.1% |
| Participation rate | 95.3% | 66.4%+29.0pp | 72.9%+22.4pp | 67.7%+27.7pp |
| Annual return | 14.41% | 18.28%-3.9pp | 3525.44%-3511.0pp | 35.65%-21.2pp |
| Employer contribution / active EE | $1,065 | $2,022-47.3% | $2,735-61.1% | $2,756-61.4% |
| Participant deferral / active EE | $6,800 | $2,927+132.3% | $4,003+69.9% | $4,299+58.2% |
| Admin fee / account holder | $157 | $3,690-95.7% | $4,006-96.1% | $6,940-97.7% |