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 | $18,712 | $102,595-81.8% | $94,057-80.1% | $154,746-87.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 22.19% | 583.42%-561.2pp | 480.62%-458.4pp | 172.34%-150.1pp |
| Employer contribution / active EE | $3,492 | $3,147+10.9% | $2,933+19.0% | $4,379-20.3% |
| Participant deferral / active EE | $5,925 | $5,118+15.8% | $4,709+25.8% | $6,730-12.0% |
| Admin fee / account holder | $199 | $7,736-97.4% | $7,244-97.3% | $14,365-98.6% |