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 | $48,198 | $154,754-68.9% | $124,206-61.2% | $138,895-65.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 18.59% | 709.28%-690.7pp | 515.27%-496.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $4,903 | $4,446+10.3% | $3,540+38.5% | $4,194+16.9% |
| Participant deferral / active EE | $6,429 | $4,621+39.1% | $3,968+62.0% | $6,396+0.5% |
| Admin fee / account holder | $140 | $6,690-97.9% | $5,929-97.6% | $12,562-98.9% |