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 | $87,103 | $202,463-57.0% | $169,397-48.6% | $139,487-37.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 11.28% | 532.64%-521.4pp | 406.23%-394.9pp | 373.84%-362.6pp |
| Employer contribution / active EE | $750 | $4,694-84.0% | $4,013-81.3% | $4,755-84.2% |
| Participant deferral / active EE | $22,500 | $6,941+224.2% | $6,223+261.6% | $6,713+235.2% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |