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 | $19,262 | $88,710-78.3% | $81,783-76.4% | $145,959-86.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.64% | 1027.26%-1010.6pp | 775.05%-758.4pp | 561.95%-545.3pp |
| Employer contribution / active EE | $7,043 | $3,083+128.4% | $2,913+141.8% | $4,661+51.1% |
| Participant deferral / active EE | $3,830 | $4,645-17.5% | $4,320-11.3% | $6,689-42.7% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |