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 | $25,248 | $148,623-83.0% | $135,974-81.4% | $139,466-81.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.82% | 79.30%-55.5pp | 68.30%-44.5pp | 373.66%-349.8pp |
| Employer contribution / active EE | $4,321 | $5,246-17.6% | $4,859-11.1% | $4,754-9.1% |
| Participant deferral / active EE | $12,963 | $8,103+60.0% | $7,760+67.0% | $6,712+93.1% |
| Admin fee / account holder | $90 | $12,406-99.3% | $10,767-99.2% | $11,409-99.2% |