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 | $44,520 | $180,459-75.3% | $154,108-71.1% | $135,380-67.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.42% | 888.21%-887.8pp | 735.21%-734.8pp | 519.81%-519.4pp |
| Employer contribution / active EE | $5,463 | $6,035-9.5% | $5,298+3.1% | $4,779+14.3% |
| Participant deferral / active EE | $9,250 | $5,806+59.3% | $5,081+82.1% | $5,609+64.9% |
| Admin fee / account holder | $19 | $16,145-99.9% | $13,411-99.9% | $10,828-99.8% |