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 | $41,531 | $107,030-61.2% | $73,550-43.5% | $147,586-71.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 20.08% | 38.25%-18.2pp | -15.16%+35.2pp | 578.59%-558.5pp |
| Employer contribution / active EE | $4,618 | $1,760+162.3% | $1,219+278.8% | $4,876-5.3% |
| Participant deferral / active EE | $12,000 | $2,458+388.2% | $1,804+565.1% | $5,439+120.6% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |