Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,200 | $173,397-88.4% | $135,987-85.1% | $145,877-86.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 30.99% | 1166.18%-1135.2pp | 580.01%-549.0pp | 551.28%-520.3pp |
| Employer contribution / active EE | $2,049 | $5,281-61.2% | $4,214-51.4% | $4,663-56.1% |
| Participant deferral / active EE | $4,075 | $8,710-53.2% | $7,027-42.0% | $6,691-39.1% |
| Admin fee / account holder | $204 | $9,663-97.9% | $6,716-97.0% | $13,402-98.5% |