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 | $25,535 | $99,031-74.2% | $86,597-70.5% | $147,585-82.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.71% | 1312.56%-1289.8pp | 964.96%-942.2pp | 578.57%-555.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,125 | $3,972+29.0% | $3,609+42.0% | $5,439-5.8% |
| Admin fee / account holder | $82 | $5,711-98.6% | $4,906-98.3% | $10,885-99.2% |