Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,947 | $81,749-95.2% | $58,544-93.3% | $139,456-97.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 26.87% | 7425.45%-7398.6pp | 4249.56%-4222.7pp | 373.45%-346.6pp |
| Employer contribution / active EE | $657 | $1,398-53.0% | $1,053-37.6% | $4,753-86.2% |
| Participant deferral / active EE | $1,746 | $2,555-31.7% | $1,923-9.2% | $6,711-74.0% |
| Admin fee / account holder | $13 | $3,272-99.6% | $2,520-99.5% | $11,407-99.9% |