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 | $37,470 | $102,393-63.4% | $147,041-74.5% | $80,911-53.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 48.59% | 134.95%-86.4pp | 419.21%-370.6pp | 35.63%+13.0pp |
| Employer contribution / active EE | $5,140 | $3,715+38.3% | $4,935+4.2% | $2,756+86.5% |
| Participant deferral / active EE | $9,971 | $6,647+50.0% | $8,071+23.5% | $4,297+132.0% |
| Admin fee / account holder | $196 | $7,943-97.5% | $13,006-98.5% | $6,935-97.2% |