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 | $18,446 | $111,785-83.5% | $93,669-80.3% | $145,877-87.4% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 19.05% | 203.79%-184.7pp | 133.59%-114.5pp | 551.28%-532.2pp |
| Employer contribution / active EE | $1,643 | $3,096-46.9% | $2,424-32.2% | $4,663-64.8% |
| Participant deferral / active EE | $3,795 | $4,919-22.8% | $4,416-14.1% | $6,691-43.3% |
| Admin fee / account holder | $53 | $10,256-99.5% | $8,291-99.4% | $13,402-99.6% |