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 | $43,032 | $167,353-74.3% | $143,797-70.1% | $134,545-68.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 100.52% | 0.48%+100.0pp | -0.04%+100.6pp | 418.37%-317.9pp |
| Employer contribution / active EE | $11,497 | $5,620+104.6% | $4,952+132.2% | $4,742+142.5% |
| Participant deferral / active EE | $6,084 | $6,447-5.6% | $5,638+7.9% | $6,401-5.0% |
| Admin fee / account holder | $75 | $18,096-99.6% | $14,679-99.5% | $11,431-99.3% |