Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,029 | $76,522-75.1% | $56,033-66.0% | $145,884-87.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.88% | 3014.28%-3001.4pp | 1711.38%-1698.5pp | 551.85%-539.0pp |
| Employer contribution / active EE | $2,931 | $1,382+112.0% | $1,041+181.5% | $4,662-37.1% |
| Participant deferral / active EE | $4,902 | $2,624+86.8% | $1,954+150.8% | $6,690-26.7% |
| Admin fee / account holder | $48 | $3,328-98.6% | $2,827-98.3% | $13,392-99.6% |