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 | $10,281 | $90,530-88.6% | $76,030-86.5% | $145,897-93.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 22.63% | 625.08%-602.5pp | 361.54%-338.9pp | 552.29%-529.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,677 | $5,164-9.4% | $4,257+9.9% | $6,689-30.1% |
| Admin fee / account holder | $20 | $8,383-99.8% | $6,421-99.7% | $13,390-99.9% |