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 | $24,073 | $183,592-86.9% | $155,567-84.5% | $145,959-83.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.29% | 61.24%-47.9pp | 64.74%-51.4pp | 561.95%-548.7pp |
| Employer contribution / active EE | $4,459 | $5,315-16.1% | $4,674-4.6% | $4,661-4.3% |
| Participant deferral / active EE | $7,996 | $6,464+23.7% | $5,628+42.1% | $6,689+19.5% |
| Admin fee / account holder | $57 | $19,318-99.7% | $15,916-99.6% | $13,398-99.6% |