Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,266 | $150,447-83.2% | $136,298-81.5% | $147,586-82.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 29.52% | 1049.15%-1019.6pp | 5156.27%-5126.8pp | 578.59%-549.1pp |
| Employer contribution / active EE | $5,789 | $5,256+10.1% | $4,696+23.3% | $4,876+18.7% |
| Participant deferral / active EE | $10,826 | $6,631+63.3% | $6,247+73.3% | $5,439+99.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |