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 | $13,252 | $96,643-86.3% | $86,617-84.7% | $139,456-90.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.30% | 106.57%-82.3pp | 591.91%-567.6pp | 373.45%-349.2pp |
| Employer contribution / active EE | $1,377 | $3,264-57.8% | $3,023-54.5% | $4,753-71.0% |
| Participant deferral / active EE | $3,665 | $4,835-24.2% | $4,437-17.4% | $6,711-45.4% |
| Admin fee / account holder | $106 | $6,406-98.3% | $5,613-98.1% | $11,407-99.1% |