Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,090 | $175,257-86.3% | $149,717-83.9% | $139,456-82.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.69% | 166.70%-145.0pp | 134.41%-112.7pp | 373.45%-351.8pp |
| Employer contribution / active EE | $2,082 | $5,477-62.0% | $4,820-56.8% | $4,753-56.2% |
| Participant deferral / active EE | $3,906 | $6,521-40.1% | $5,682-31.3% | $6,711-41.8% |
| Admin fee / account holder | $83 | $16,156-99.5% | $13,213-99.4% | $11,407-99.3% |