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 | $42,641 | $202,342-78.9% | $172,752-75.3% | $152,897-72.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.80% | 1029.83%-1006.0pp | 802.97%-779.2pp | 345.43%-321.6pp |
| Employer contribution / active EE | $2,784 | $5,858-52.5% | $5,144-45.9% | $4,764-41.6% |
| Participant deferral / active EE | $3,011 | $5,948-49.4% | $5,198-42.1% | $5,851-48.5% |
| Admin fee / account holder | $119 | $17,111-99.3% | $13,955-99.1% | $11,599-99.0% |