Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,803 | $81,749-88.0% | $58,544-83.3% | $139,456-93.0% |
| Participation rate | 78.9% | 61.3%+17.6pp | 50.9%+28.1pp | 80.3%-1.4pp |
| Annual return | 24.36% | 7425.45%-7401.1pp | 4249.56%-4225.2pp | 373.45%-349.1pp |
| Employer contribution / active EE | $3,232 | $1,398+131.2% | $1,053+206.9% | $4,753-32.0% |
| Participant deferral / active EE | $442 | $2,555-82.7% | $1,923-77.0% | $6,711-93.4% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |