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 | $20,453 | $75,962-73.1% | $154,108-86.7% | $64,173-68.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 82.19% | 30.32%+51.9pp | 735.21%-653.0pp | 7.63%+74.6pp |
| Employer contribution / active EE | $3,461 | $3,350+3.3% | $5,298-34.7% | $2,381+45.4% |
| Participant deferral / active EE | $2,541 | $3,175-20.0% | $5,081-50.0% | $3,470-26.8% |
| Admin fee / account holder | $109 | $5,589-98.0% | $13,411-99.2% | $4,887-97.8% |