Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,523 | $96,678-78.8% | $86,640-76.3% | $139,466-85.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.38% | 106.69%-90.3pp | 592.52%-576.1pp | 373.66%-357.3pp |
| Employer contribution / active EE | $950 | $3,265-70.9% | $3,024-68.6% | $4,754-80.0% |
| Participant deferral / active EE | $950 | $4,837-80.4% | $4,438-78.6% | $6,712-85.8% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |