Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,034 | $114,093-3.6% | $96,171+14.4% | $167,536-34.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.64% | 190.00%-177.4pp | 192.04%-179.4pp | 478.82%-466.2pp |
| Employer contribution / active EE | $21,333 | $3,429+522.1% | $2,799+662.2% | $4,839+340.9% |
| Participant deferral / active EE | $13,000 | $5,197+150.2% | $4,350+198.8% | $6,342+105.0% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |