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 | $56,620 | $232,540-75.7% | $185,117-69.4% | $147,586-61.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.59%-578.6pp |
| Employer contribution / active EE | $7,277 | $5,195+40.1% | $4,182+74.0% | $4,876+49.2% |
| Participant deferral / active EE | $13,618 | $5,834+133.4% | $5,045+169.9% | $5,439+150.4% |
| Admin fee / account holder | $130 | $10,275-98.7% | $8,159-98.4% | $10,886-98.8% |