Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,834 | $100,911-84.3% | $90,440-82.5% | $158,966-90.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.30% | 1726.62%-1707.3pp | 1294.38%-1275.1pp | 302.95%-283.6pp |
| Employer contribution / active EE | $6,320 | $3,690+71.3% | $3,263+93.7% | $4,762+32.7% |
| Participant deferral / active EE | $3,548 | $4,348-18.4% | $3,964-10.5% | $5,983-40.7% |
| Admin fee / account holder | $17 | $6,507-99.7% | $5,615-99.7% | $11,250-99.8% |