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 | $99,260 | $99,031+0.2% | $86,597+14.6% | $147,585-32.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 24.01% | 1312.56%-1288.5pp | 964.96%-940.9pp | 578.57%-554.6pp |
| Employer contribution / active EE | $6,000 | $3,132+91.6% | $2,840+111.3% | $4,876+23.0% |
| Participant deferral / active EE | $25,000 | $3,972+529.4% | $3,609+592.8% | $5,439+359.7% |
| Admin fee / account holder | $30 | $5,711-99.5% | $4,906-99.4% | $10,885-99.7% |