Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,707 | $129,737-84.8% | $119,126-83.5% | $154,746-87.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.82% | 379.08%-361.3pp | 282.11%-264.3pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,597 | $4,375-40.6% | $4,034-35.6% | $4,379-40.7% |
| Participant deferral / active EE | $9,741 | $5,842+66.8% | $5,318+83.2% | $6,730+44.7% |
| Admin fee / account holder | $23 | $11,961-99.8% | $10,693-99.8% | $14,365-99.8% |