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 | $10,355 | $167,030-93.8% | $135,768-92.4% | $155,188-93.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 21.45% | 678.39%-656.9pp | 526.10%-504.7pp | 148.84%-127.4pp |
| Employer contribution / active EE | $1,664 | $4,132-59.7% | $3,394-51.0% | $4,248-60.8% |
| Participant deferral / active EE | $2,661 | $4,528-41.2% | $3,977-33.1% | $6,531-59.3% |
| Admin fee / account holder | $26 | $8,172-99.7% | $7,048-99.6% | $14,480-99.8% |