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 | $46,635 | $185,225-74.8% | $142,898-67.4% | $167,536-72.2% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 17.10% | 8558.12%-8541.0pp | 5639.64%-5622.5pp | 478.82%-461.7pp |
| Employer contribution / active EE | $6,000 | $5,607+7.0% | $4,146+44.7% | $4,839+24.0% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $30 | $8,032-99.6% | $6,560-99.5% | $12,315-99.8% |