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 | $11,866 | $72,071-83.5% | $68,368-82.6% | $137,256-91.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.09% | 353.14%-332.1pp | 292.57%-271.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,215 | $2,788-56.4% | $2,649-54.1% | $4,156-70.8% |
| Participant deferral / active EE | $1,501 | $4,410-66.0% | $4,123-63.6% | $6,407-76.6% |
| Admin fee / account holder | $136 | $5,336-97.5% | $5,150-97.4% | $12,270-98.9% |