Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,523 | $99,011-86.3% | $86,582-84.4% | $147,586-90.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.62% | 1312.75%-1296.1pp | 965.08%-948.5pp | 578.59%-562.0pp |
| Employer contribution / active EE | $1,674 | $3,132-46.5% | $2,839-41.0% | $4,876-65.7% |
| Participant deferral / active EE | $4,983 | $3,972+25.4% | $3,609+38.1% | $5,439-8.4% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |