Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,477 | $96,388-78.8% | $80,627-74.6% | $139,466-85.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.61% | 1352.08%-1333.5pp | 936.76%-918.2pp | 373.66%-355.1pp |
| Employer contribution / active EE | $1,639 | $3,260-49.7% | $2,723-39.8% | $4,754-65.5% |
| Participant deferral / active EE | $2,535 | $5,224-51.5% | $4,443-42.9% | $6,712-62.2% |
| Admin fee / account holder | $27 | $6,603-99.6% | $5,381-99.5% | $11,409-99.8% |