Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,246 | $100,911-56.2% | $90,440-51.1% | $158,966-72.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 32.11% | 1726.62%-1694.5pp | 1294.38%-1262.3pp | 302.95%-270.8pp |
| Employer contribution / active EE | $2,577 | $3,690-30.2% | $3,263-21.0% | $4,762-45.9% |
| Participant deferral / active EE | $11,312 | $4,348+160.1% | $3,964+185.4% | $5,983+89.1% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |