Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,853 | $99,009-69.8% | $86,581-65.5% | $147,585-79.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.46% | 1312.70%-1293.2pp | 965.06%-945.6pp | 578.58%-559.1pp |
| Employer contribution / active EE | $1,058 | $3,132-66.2% | $2,840-62.8% | $4,876-78.3% |
| Participant deferral / active EE | $1,469 | $3,972-63.0% | $3,609-59.3% | $5,439-73.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |