Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,693 | $154,754-87.3% | $124,206-84.1% | $138,895-85.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 13.36% | 709.28%-695.9pp | 515.27%-501.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,184 | $4,446-50.9% | $3,540-38.3% | $4,194-47.9% |
| Participant deferral / active EE | $2,873 | $4,621-37.8% | $3,968-27.6% | $6,396-55.1% |
| Admin fee / account holder | $252 | $6,690-96.2% | $5,929-95.7% | $12,562-98.0% |