Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,277 | $160,070-87.3% | $147,117-86.2% | $145,897-86.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.57% | 98.69%-81.1pp | 420.54%-403.0pp | 552.29%-534.7pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $23,000 | $8,419+173.2% | $8,065+185.2% | $6,689+243.8% |
| Admin fee / account holder | $75 | $15,035-99.5% | $12,993-99.4% | $13,390-99.4% |