Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,290 | $88,603-81.6% | $69,890-76.7% | $134,545-87.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 0.26% | 442.93%-442.7pp | 190.84%-190.6pp | 418.37%-418.1pp |
| Employer contribution / active EE | $2,552 | $3,236-21.1% | $2,560-0.3% | $4,742-46.2% |
| Participant deferral / active EE | $1,935 | $4,771-59.4% | $3,848-49.7% | $6,401-69.8% |
| Admin fee / account holder | $197 | $10,443-98.1% | $6,267-96.8% | $11,431-98.3% |