Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,034 | $81,668-85.3% | $58,507-79.4% | $139,487-91.4% |
| Participation rate | 71.4% | 61.3%+10.1pp | 50.9%+20.6pp | 80.3%-8.9pp |
| Annual return | 40.94% | 7430.07%-7389.1pp | 4252.32%-4211.4pp | 373.84%-332.9pp |
| Employer contribution / active EE | $2,097 | $1,398+50.0% | $1,053+99.1% | $4,755-55.9% |
| Participant deferral / active EE | $3,531 | $2,554+38.3% | $1,922+83.7% | $6,713-47.4% |
| Admin fee / account holder | $100 | $3,212-96.9% | $2,486-96.0% | $11,407-99.1% |