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 | $8,495 | $96,388-91.2% | $80,627-89.5% | $139,466-93.9% |
| Participation rate | 86.7% | 73.6%+13.0pp | 67.0%+19.7pp | 80.3%+6.3pp |
| Annual return | 56.31% | 1352.08%-1295.8pp | 936.76%-880.4pp | 373.66%-317.4pp |
| Employer contribution / active EE | $2,486 | $3,260-23.7% | $2,723-8.7% | $4,754-47.7% |
| Participant deferral / active EE | $3,512 | $5,224-32.8% | $4,443-21.0% | $6,712-47.7% |
| Admin fee / account holder | $5 | $6,603-99.9% | $5,381-99.9% | $11,409-100.0% |