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 | $72,854 | $102,382-28.8% | $147,005-50.4% | $80,874-9.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.56% | 134.89%-114.3pp | 418.76%-398.2pp | 35.62%-15.1pp |
| Employer contribution / active EE | $6,554 | $3,715+76.4% | $4,934+32.8% | $2,756+137.8% |
| Participant deferral / active EE | $13,835 | $6,646+108.2% | $8,070+71.4% | $4,297+222.0% |
| Admin fee / account holder | $48 | $7,942-99.4% | $13,006-99.6% | $6,935-99.3% |