Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,431 | $185,225-88.4% | $142,898-85.0% | $167,536-87.2% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 18.41% | 8558.12%-8539.7pp | 5639.64%-5621.2pp | 478.82%-460.4pp |
| Employer contribution / active EE | $983 | $5,607-82.5% | $4,146-76.3% | $4,839-79.7% |
| Participant deferral / active EE | $10,575 | $4,496+135.2% | $3,838+175.5% | $6,342+66.7% |
| Admin fee / account holder | $207 | $8,032-97.4% | $6,560-96.8% | $12,315-98.3% |