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 | $8,701 | $81,668-89.3% | $58,507-85.1% | $139,487-93.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 40.90% | 7430.07%-7389.2pp | 4252.32%-4211.4pp | 373.84%-332.9pp |
| Employer contribution / active EE | $940 | $1,398-32.8% | $1,053-10.8% | $4,755-80.2% |
| Participant deferral / active EE | $3,279 | $2,554+28.4% | $1,922+70.6% | $6,713-51.1% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |