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 | $11,580 | $72,396-84.0% | $67,511-82.8% | $145,959-92.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 19.61% | 7194.07%-7174.5pp | 3517.41%-3497.8pp | 561.95%-542.3pp |
| Employer contribution / active EE | $1,125 | $3,071-63.4% | $2,733-58.8% | $4,661-75.9% |
| Participant deferral / active EE | $1,815 | $4,781-62.0% | $4,000-54.6% | $6,689-72.9% |
| Admin fee / account holder | $44 | $5,538-99.2% | $3,999-98.9% | $13,398-99.7% |