Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,021 | $73,518-75.5% | $63,003-71.4% | $147,585-87.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.17% | 175.46%-162.3pp | 87.59%-74.4pp | 578.57%-565.4pp |
| Employer contribution / active EE | $4,422 | $3,322+33.1% | $2,760+60.2% | $4,876-9.3% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18 | $5,952-99.7% | $3,600-99.5% | $10,885-99.8% |