Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,136 | $107,368-84.0% | $92,915-81.6% | $152,909-88.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 335.07% | 145.64%+189.4pp | 109.45%+225.6pp | 345.46%-10.4pp |
| Employer contribution / active EE | $2,762 | $4,222-34.6% | $3,653-24.4% | $4,764-42.0% |
| Participant deferral / active EE | $8,400 | $4,848+73.3% | $4,238+98.2% | $5,851+43.6% |
| Admin fee / account holder | $217 | $7,082-96.9% | $5,796-96.3% | $11,601-98.1% |