Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,564 | $102,696-81.0% | $86,235-77.3% | $139,487-86.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.58% | 1925.91%-1907.3pp | 1170.03%-1151.5pp | 373.84%-355.3pp |
| Employer contribution / active EE | $1,953 | $3,034-35.6% | $2,381-18.0% | $4,755-58.9% |
| Participant deferral / active EE | $1,251 | $4,679-73.3% | $3,987-68.6% | $6,713-81.4% |
| Admin fee / account holder | $16 | $8,667-99.8% | $6,856-99.8% | $11,407-99.9% |