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 | $7,964 | $85,024-90.6% | $70,544-88.7% | $139,466-94.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 30.69% | 30.39%+0.3pp | 32.79%-2.1pp | 373.66%-343.0pp |
| Employer contribution / active EE | $4,304 | $3,912+10.0% | $2,976+44.6% | $4,754-9.5% |
| Participant deferral / active EE | $4,304 | $5,891-26.9% | $4,568-5.8% | $6,712-35.9% |
| Admin fee / account holder | $8 | $8,928-99.9% | $6,427-99.9% | $11,409-99.9% |