Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,102 | $202,342-71.8% | $172,753-66.9% | $152,909-62.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.62% | 1029.88%-1006.3pp | 803.00%-779.4pp | 345.46%-321.8pp |
| Employer contribution / active EE | $18,142 | $5,857+209.7% | $5,144+252.7% | $4,764+280.8% |
| Participant deferral / active EE | $13,662 | $5,948+129.7% | $5,198+162.9% | $5,851+133.5% |
| Admin fee / account holder | $13 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |