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 | $23,374 | $104,937-77.7% | $84,628-72.4% | $152,897-84.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 27.64% | 373.88%-346.2pp | 258.80%-231.2pp | 345.43%-317.8pp |
| Employer contribution / active EE | $8,755 | $3,303+165.1% | $2,653+230.0% | $4,764+83.8% |
| Participant deferral / active EE | $4,495 | $4,690-4.2% | $3,900+15.2% | $5,851-23.2% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |