Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,677 | $73,518-56.9% | $63,003-49.7% | $147,585-78.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 20.34% | 175.46%-155.1pp | 87.59%-67.2pp | 578.57%-558.2pp |
| Employer contribution / active EE | $2,604 | $3,322-21.6% | $2,760-5.7% | $4,876-46.6% |
| Participant deferral / active EE | $2,604 | $4,183-37.8% | $3,329-21.8% | $5,439-52.1% |
| Admin fee / account holder | $276 | $5,952-95.4% | $3,600-92.3% | $10,885-97.5% |