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 | $154,754-91.4% | $124,206-89.3% | $138,895-90.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 16.34% | 709.28%-692.9pp | 515.27%-498.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,395 | $4,446-68.6% | $3,540-60.6% | $4,194-66.7% |
| Participant deferral / active EE | $2,093 | $4,621-54.7% | $3,968-47.2% | $6,396-67.3% |
| Admin fee / account holder | $52 | $6,690-99.2% | $5,929-99.1% | $12,562-99.6% |