Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,996 | $107,368-51.6% | $92,915-44.0% | $152,909-66.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.17% | 145.64%-120.5pp | 109.45%-84.3pp | 345.46%-320.3pp |
| Employer contribution / active EE | $6,932 | $4,222+64.2% | $3,653+89.7% | $4,764+45.5% |
| Participant deferral / active EE | $10,500 | $4,848+116.6% | $4,238+147.8% | $5,851+79.4% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |