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 | $29,848 | $76,368-60.9% | $67,681-55.9% | $154,746-80.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 20.35% | 1066.77%-1046.4pp | 590.58%-570.2pp | 172.34%-152.0pp |
| Employer contribution / active EE | $4,575 | $3,151+45.2% | $2,678+70.8% | $4,379+4.5% |
| Participant deferral / active EE | $8,238 | $4,824+70.8% | $3,976+107.2% | $6,730+22.4% |
| Admin fee / account holder | $48 | $8,559-99.4% | $6,100-99.2% | $14,365-99.7% |