Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,046 | $76,519-46.4% | $56,025-26.7% | $145,897-71.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.13% | 3017.03%-3005.9pp | 1712.69%-1701.6pp | 552.29%-541.2pp |
| Employer contribution / active EE | $971 | $1,383-29.8% | $1,042-6.8% | $4,663-79.2% |
| Participant deferral / active EE | $1,840 | $2,624-29.9% | $1,955-5.9% | $6,689-72.5% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |