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 | $6,980 | $81,749-91.5% | $58,544-88.1% | $139,456-95.0% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 111.02% | 7425.45%-7314.4pp | 4249.56%-4138.5pp | 373.45%-262.4pp |
| Employer contribution / active EE | $1,754 | $1,398+25.5% | $1,053+66.6% | $4,753-63.1% |
| Participant deferral / active EE | $3,169 | $2,555+24.0% | $1,923+64.8% | $6,711-52.8% |
| Admin fee / account holder | $15 | $3,272-99.5% | $2,520-99.4% | $11,407-99.9% |