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 | $9,936 | $90,614-89.0% | $76,089-86.9% | $145,877-93.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 32.19% | 623.80%-591.6pp | 360.94%-328.8pp | 551.28%-519.1pp |
| Employer contribution / active EE | $1,974 | $3,324-40.6% | $2,690-26.6% | $4,663-57.7% |
| Participant deferral / active EE | $4,097 | $5,168-20.7% | $4,259-3.8% | $6,691-38.8% |
| Admin fee / account holder | $12 | $8,376-99.9% | $6,418-99.8% | $13,402-99.9% |