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 | $14,853 | $100,895-85.3% | $90,430-83.6% | $158,950-90.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.16% | 1725.54%-1713.4pp | 1293.73%-1281.6pp | 302.91%-290.7pp |
| Employer contribution / active EE | $4,050 | $3,689+9.8% | $3,262+24.2% | $4,762-15.0% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $43 | $6,505-99.3% | $5,613-99.2% | $11,248-99.6% |