Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,019 | $72,273-33.6% | $101,275-52.6% | $79,856-39.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 146.47% | 22.30%+124.2pp | 46.48%+100.0pp | 31.71%+114.8pp |
| Employer contribution / active EE | $21,275 | $2,691+690.5% | $3,660+481.3% | $2,471+760.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $22 | $4,401-99.5% | $5,948-99.6% | $5,306-99.6% |