Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,999 | $160,070-81.3% | $147,117-79.6% | $145,897-79.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.56% | 98.69%-87.1pp | 420.54%-409.0pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,895 | $5,285-45.2% | $4,932-41.3% | $4,663-37.9% |
| Participant deferral / active EE | $2,895 | $8,419-65.6% | $8,065-64.1% | $6,689-56.7% |
| Admin fee / account holder | $58 | $15,035-99.6% | $12,993-99.6% | $13,390-99.6% |