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 | $41,517 | $73,546-43.5% | $63,018-34.1% | $147,586-71.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.72% | 175.56%-162.8pp | 87.62%-74.9pp | 578.59%-565.9pp |
| Employer contribution / active EE | $1,703 | $3,324-48.8% | $2,761-38.3% | $4,876-65.1% |
| Participant deferral / active EE | $2,612 | $4,185-37.6% | $3,330-21.5% | $5,439-52.0% |
| Admin fee / account holder | $23 | $5,956-99.6% | $3,601-99.4% | $10,886-99.8% |