Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,111 | $165,399-72.1% | $149,745-69.2% | $158,982-71.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 93.29% | 348.34%-255.0pp | 276.72%-183.4pp | 302.99%-209.7pp |
| Employer contribution / active EE | $4,150 | $5,105-18.7% | $4,646-10.7% | $4,763-12.9% |
| Participant deferral / active EE | $11,591 | $7,183+61.4% | $6,843+69.4% | $5,983+93.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |