Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,580 | $88,815-72.3% | $81,882-70.0% | $145,897-83.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.82% | 1033.75%-1018.9pp | 779.47%-764.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $2,994 | $3,086-3.0% | $2,916+2.7% | $4,663-35.8% |
| Participant deferral / active EE | $6,583 | $4,647+41.7% | $4,323+52.3% | $6,689-1.6% |
| Admin fee / account holder | $82 | $8,434-99.0% | $7,360-98.9% | $13,390-99.4% |