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 | $9,435 | $109,872-91.4% | $98,483-90.4% | $167,536-94.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.17% | 1959.31%-1939.1pp | 1494.38%-1474.2pp | 478.82%-458.6pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,740 | $4,673-20.0% | $4,276-12.5% | $6,342-41.0% |
| Admin fee / account holder | $49 | $6,757-99.3% | $5,953-99.2% | $12,315-99.6% |