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 | $13,330 | $167,030-92.0% | $135,768-90.2% | $155,188-91.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.34% | 678.39%-662.1pp | 526.10%-509.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $1,395 | $4,132-66.2% | $3,394-58.9% | $4,248-67.2% |
| Participant deferral / active EE | $2,093 | $4,528-53.8% | $3,977-47.4% | $6,531-68.0% |
| Admin fee / account holder | $52 | $8,172-99.4% | $7,048-99.3% | $14,480-99.6% |