Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,772 | $148,623-72.6% | $135,974-70.0% | $139,466-70.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.61% | 79.30%-60.7pp | 68.30%-49.7pp | 373.66%-355.1pp |
| Employer contribution / active EE | $4,234 | $5,246-19.3% | $4,859-12.9% | $4,754-10.9% |
| Participant deferral / active EE | $10,401 | $8,103+28.4% | $7,760+34.0% | $6,712+55.0% |
| Admin fee / account holder | $52 | $12,406-99.6% | $10,767-99.5% | $11,409-99.5% |