Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,982 | $102,595-89.3% | $94,057-88.3% | $154,746-92.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.91% | 583.42%-570.5pp | 480.62%-467.7pp | 172.34%-159.4pp |
| Employer contribution / active EE | $2,527 | $3,147-19.7% | $2,933-13.8% | $4,379-42.3% |
| Participant deferral / active EE | $4,179 | $5,118-18.4% | $4,709-11.3% | $6,730-37.9% |
| Admin fee / account holder | $97 | $7,736-98.7% | $7,244-98.7% | $14,365-99.3% |