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 | $40,208 | $81,727-50.8% | $58,534-31.3% | $139,427-71.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 12.13% | 7422.38%-7410.3pp | 4248.32%-4236.2pp | 373.27%-361.1pp |
| Employer contribution / active EE | $5,080 | $1,399+263.1% | $1,054+382.2% | $4,752+6.9% |
| Participant deferral / active EE | $2,283 | $2,557-10.7% | $1,924+18.6% | $6,711-66.0% |
| Admin fee / account holder | $193 | $3,271-94.1% | $2,519-92.4% | $11,404-98.3% |