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 | $12,850 | $72,426-82.3% | $67,560-81.0% | $145,897-91.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.36% | 7226.78%-7213.4pp | 3533.50%-3520.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $4,560 | $3,074+48.3% | $2,737+66.6% | $4,663-2.2% |
| Participant deferral / active EE | $4,560 | $4,785-4.7% | $4,004+13.9% | $6,689-31.8% |
| Admin fee / account holder | $104 | $5,514-98.1% | $3,994-97.4% | $13,390-99.2% |