Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,937 | $166,268-86.8% | $165,100-86.7% | $145,897-85.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.68% | 100.52%-88.8pp | 70.21%-58.5pp | 552.29%-540.6pp |
| Employer contribution / active EE | $4,564 | $5,284-13.6% | $4,348+5.0% | $4,663-2.1% |
| Participant deferral / active EE | $8,304 | $6,964+19.2% | $6,035+37.6% | $6,689+24.1% |
| Admin fee / account holder | $225 | $16,659-98.7% | $12,696-98.2% | $13,390-98.3% |