Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,426 | $96,388-88.1% | $80,627-85.8% | $139,466-91.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 23.54% | 1352.08%-1328.5pp | 936.76%-913.2pp | 373.66%-350.1pp |
| Employer contribution / active EE | $2,715 | $3,260-16.7% | $2,723-0.3% | $4,754-42.9% |
| Participant deferral / active EE | $4,718 | $5,224-9.7% | $4,443+6.2% | $6,712-29.7% |
| Admin fee / account holder | $20 | $6,603-99.7% | $5,381-99.6% | $11,409-99.8% |