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 | $10,526 | $96,678-89.1% | $86,640-87.9% | $139,466-92.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.33% | 106.69%-83.4pp | 592.52%-569.2pp | 373.66%-350.3pp |
| Employer contribution / active EE | $2,144 | $3,265-34.4% | $3,024-29.1% | $4,754-54.9% |
| Participant deferral / active EE | $2,644 | $4,837-45.3% | $4,438-40.4% | $6,712-60.6% |
| Admin fee / account holder | $122 | $6,410-98.1% | $5,616-97.8% | $11,409-98.9% |