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 | $33,398 | $102,382-67.4% | $147,005-77.3% | $80,874-58.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 59.30% | 134.89%-75.6pp | 418.76%-359.5pp | 35.62%+23.7pp |
| Employer contribution / active EE | $3,286 | $3,715-11.5% | $4,934-33.4% | $2,756+19.2% |
| Participant deferral / active EE | $8,197 | $6,646+23.3% | $8,070+1.6% | $4,297+90.8% |
| Admin fee / account holder | $103 | $7,942-98.7% | $13,006-99.2% | $6,935-98.5% |