Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,388 | $152,592-81.4% | $125,180-77.3% | $152,885-81.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 37.92% | 54.84%-16.9pp | 43.79%-5.9pp | 345.39%-307.5pp |
| Employer contribution / active EE | $2,164 | $4,947-56.3% | $3,866-44.0% | $4,763-54.6% |
| Participant deferral / active EE | $13,202 | $5,868+125.0% | $4,937+167.4% | $5,851+125.6% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |