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 | $47,008 | $198,457-76.3% | $170,435-72.4% | $147,586-68.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.79% | 257.30%-237.5pp | 205.94%-186.2pp | 578.59%-558.8pp |
| Employer contribution / active EE | $2,166 | $6,183-65.0% | $5,432-60.1% | $4,876-55.6% |
| Participant deferral / active EE | $2,890 | $5,629-48.7% | $4,939-41.5% | $5,439-46.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |