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 | $35,367 | $100,938-65.0% | $90,461-60.9% | $158,982-77.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.59% | 1727.20%-1709.6pp | 1294.76%-1277.2pp | 302.99%-285.4pp |
| Employer contribution / active EE | $3,911 | $3,691+5.9% | $3,264+19.8% | $4,763-17.9% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $290 | $6,510-95.5% | $5,617-94.8% | $11,252-97.4% |