Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,833 | $169,161-89.5% | $129,295-86.2% | $145,959-87.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.32% | 14348.07%-14338.7pp | 9429.28%-9420.0pp | 561.95%-552.6pp |
| Employer contribution / active EE | $652 | $5,543-88.2% | $4,157-84.3% | $4,661-86.0% |
| Participant deferral / active EE | $1,397 | $4,989-72.0% | $4,169-66.5% | $6,689-79.1% |
| Admin fee / account holder | $209 | $9,878-97.9% | $7,665-97.3% | $13,398-98.4% |