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 | $57,456 | $96,678-40.6% | $86,640-33.7% | $139,466-58.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.88% | 106.69%-88.8pp | 592.52%-574.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $4,503 | $3,265+37.9% | $3,024+48.9% | $4,754-5.3% |
| Participant deferral / active EE | $4,955 | $4,837+2.4% | $4,438+11.6% | $6,712-26.2% |
| Admin fee / account holder | $51 | $6,410-99.2% | $5,616-99.1% | $11,409-99.6% |