Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,560 | $160,028-66.5% | $147,080-63.6% | $145,884-63.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.11% | 98.60%-74.5pp | 420.17%-396.1pp | 551.85%-527.7pp |
| Employer contribution / active EE | $24,551 | $5,286+364.5% | $4,933+397.7% | $4,662+426.6% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |