Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,590 | $106,247-69.3% | $96,515-66.2% | $139,466-76.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.45% | 38.47%-14.0pp | 35.73%-11.3pp | 373.66%-349.2pp |
| Employer contribution / active EE | $13,270 | $4,106+223.2% | $3,740+254.9% | $4,754+179.1% |
| Participant deferral / active EE | $9,925 | $5,456+81.9% | $4,880+103.4% | $6,712+47.9% |
| Admin fee / account holder | $59 | $7,885-99.2% | $6,735-99.1% | $11,409-99.5% |