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 | $24,158 | $106,001-77.2% | $92,235-73.8% | $147,585-83.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.04% | 50.05%-31.0pp | 176.28%-157.2pp | 578.56%-559.5pp |
| Employer contribution / active EE | $2,329 | $4,333-46.3% | $3,679-36.7% | $4,876-52.2% |
| Participant deferral / active EE | $5,103 | $4,478+14.0% | $3,897+31.0% | $5,439-6.2% |
| Admin fee / account holder | $269 | $6,332-95.7% | $5,194-94.8% | $10,885-97.5% |