Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,000 | $76,371-24.1% | $93,621-38.0% | $72,976-20.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 487.00% | 25.82%+461.2pp | 32.76%+454.2pp | 81.02%+406.0pp |
| Employer contribution / active EE | $498 | $2,276-78.1% | $2,719-81.7% | $2,440-79.6% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $289 | $6,839-95.8% | $7,890-96.3% | $5,124-94.4% |