Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,784 | $96,419-84.7% | $80,648-81.7% | $139,487-89.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.95% | 1352.86%-1327.9pp | 937.21%-912.3pp | 373.84%-348.9pp |
| Employer contribution / active EE | $3,152 | $3,261-3.4% | $2,724+15.7% | $4,755-33.7% |
| Participant deferral / active EE | $5,484 | $5,225+4.9% | $4,443+23.4% | $6,713-18.3% |
| Admin fee / account holder | $32 | $6,605-99.5% | $5,382-99.4% | $11,407-99.7% |