Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,072 | $93,098-58.0% | $77,081-49.3% | $134,509-71.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 36.70% | 62.63%-25.9pp | 42.33%-5.6pp | 418.13%-381.4pp |
| Employer contribution / active EE | $11,759 | $3,419+243.9% | $2,813+317.9% | $4,741+148.0% |
| Participant deferral / active EE | $5,929 | $5,239+13.2% | $4,428+33.9% | $6,400-7.4% |
| Admin fee / account holder | $44 | $6,945-99.4% | $5,427-99.2% | $11,427-99.6% |