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 | $24,863 | $68,097-63.5% | $62,929-60.5% | $137,256-81.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 20.36% | 1859.11%-1838.8pp | 1063.93%-1043.6pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,760 | $2,811-37.4% | $2,505-29.7% | $4,156-57.6% |
| Participant deferral / active EE | $3,768 | $4,553-17.2% | $3,888-3.1% | $6,407-41.2% |
| Admin fee / account holder | $59 | $6,521-99.1% | $5,065-98.8% | $12,270-99.5% |