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 | $11,309 | $102,696-89.0% | $86,235-86.9% | $139,487-91.9% |
| Participation rate | 76.9% | 74.5%+2.4pp | 69.0%+8.0pp | 80.3%-3.4pp |
| Annual return | 49.93% | 1925.91%-1876.0pp | 1170.03%-1120.1pp | 373.84%-323.9pp |
| Employer contribution / active EE | $1,595 | $3,034-47.4% | $2,381-33.0% | $4,755-66.5% |
| Participant deferral / active EE | $4,024 | $4,679-14.0% | $3,987+0.9% | $6,713-40.1% |
| Admin fee / account holder | $64 | $8,667-99.3% | $6,856-99.1% | $11,407-99.4% |