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 | $13,857 | $169,356-91.8% | $129,406-89.3% | $145,897-90.5% |
| Participation rate | 92.9% | 76.5%+16.3pp | 69.6%+23.2pp | 80.3%+12.6pp |
| Annual return | 23.95% | 14418.62%-14394.7pp | 9468.18%-9444.2pp | 552.29%-528.3pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,412 | $4,987-31.6% | $4,167-18.1% | $6,689-49.0% |
| Admin fee / account holder | $190 | $9,915-98.1% | $7,689-97.5% | $13,390-98.6% |