Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,647 | $100,911-83.5% | $90,440-81.6% | $158,966-89.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.76% | 1726.62%-1718.9pp | 1294.38%-1286.6pp | 302.95%-295.2pp |
| Employer contribution / active EE | $1,930 | $3,690-47.7% | $3,263-40.8% | $4,762-59.5% |
| Participant deferral / active EE | $4,553 | $4,348+4.7% | $3,964+14.9% | $5,983-23.9% |
| Admin fee / account holder | $229 | $6,507-96.5% | $5,615-95.9% | $11,250-98.0% |