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 | $42,981 | $102,595-58.1% | $94,057-54.3% | $154,746-72.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.93% | 583.42%-566.5pp | 480.62%-463.7pp | 172.34%-155.4pp |
| Employer contribution / active EE | $2,340 | $3,147-25.6% | $2,933-20.2% | $4,379-46.6% |
| Participant deferral / active EE | $8,307 | $5,118+62.3% | $4,709+76.4% | $6,730+23.4% |
| Admin fee / account holder | $17 | $7,736-99.8% | $7,244-99.8% | $14,365-99.9% |