Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,295 | $70,366-56.9% | $66,674-54.6% | $138,895-78.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 20.19% | 386.41%-366.2pp | 321.24%-301.1pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,882 | $2,765-31.9% | $2,620-28.2% | $4,194-55.1% |
| Participant deferral / active EE | $6,200 | $4,374+41.7% | $4,084+51.8% | $6,396-3.1% |
| Admin fee / account holder | $255 | $5,262-95.2% | $5,098-95.0% | $12,562-98.0% |