Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,881 | $81,696-69.5% | $70,494-64.7% | $158,982-84.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 664.39% | 208.70%+455.7pp | 109.16%+555.2pp | 302.99%+361.4pp |
| Employer contribution / active EE | $2,708 | $3,220-15.9% | $2,738-1.1% | $4,763-43.1% |
| Participant deferral / active EE | $8,133 | $4,558+78.4% | $3,711+119.2% | $5,983+35.9% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |