Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,119 | $148,623-85.1% | $135,974-83.7% | $139,466-84.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.86% | 79.30%-58.4pp | 68.30%-47.4pp | 373.66%-352.8pp |
| Employer contribution / active EE | $2,160 | $5,246-58.8% | $4,859-55.5% | $4,754-54.6% |
| Participant deferral / active EE | $5,060 | $8,103-37.6% | $7,760-34.8% | $6,712-24.6% |
| Admin fee / account holder | $27 | $12,406-99.8% | $10,767-99.7% | $11,409-99.8% |