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 | $74,201 | $111,785-33.6% | $93,669-20.8% | $145,877-49.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.64% | 203.79%-180.1pp | 133.59%-109.9pp | 551.28%-527.6pp |
| Employer contribution / active EE | $2,352 | $3,096-24.0% | $2,424-3.0% | $4,663-49.6% |
| Participant deferral / active EE | $6,534 | $4,919+32.9% | $4,416+48.0% | $6,691-2.3% |
| Admin fee / account holder | $20 | $10,256-99.8% | $8,291-99.8% | $13,402-99.9% |