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 | $23,368 | $109,872-78.7% | $98,483-76.3% | $167,536-86.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 53.34% | 1959.31%-1906.0pp | 1494.38%-1441.0pp | 478.82%-425.5pp |
| Employer contribution / active EE | $3,393 | $3,225+5.2% | $2,961+14.6% | $4,839-29.9% |
| Participant deferral / active EE | $16,244 | $4,673+247.6% | $4,276+279.8% | $6,342+156.1% |
| Admin fee / account holder | $141 | $6,757-97.9% | $5,953-97.6% | $12,315-98.9% |