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 | $22,534 | $160,070-85.9% | $147,117-84.7% | $145,897-84.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 31.61% | 98.69%-67.1pp | 420.54%-388.9pp | 552.29%-520.7pp |
| Employer contribution / active EE | $2,745 | $5,285-48.1% | $4,932-44.3% | $4,663-41.1% |
| Participant deferral / active EE | $13,204 | $8,419+56.8% | $8,065+63.7% | $6,689+97.4% |
| Admin fee / account holder | $29 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |