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 | $23,456 | $159,934-85.3% | $147,005-84.0% | $145,959-83.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.98% | 98.24%-84.3pp | 418.76%-404.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $2,108 | $5,287-60.1% | $4,934-57.3% | $4,661-54.8% |
| Participant deferral / active EE | $3,972 | $8,427-52.9% | $8,070-50.8% | $6,689-40.6% |
| Admin fee / account holder | $134 | $15,053-99.1% | $13,006-99.0% | $13,398-99.0% |