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 | $7,235 | $110,093-93.4% | $97,295-92.6% | $145,897-95.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 26.98% | 244.76%-217.8pp | 75.62%-48.6pp | 552.29%-525.3pp |
| Employer contribution / active EE | $1,116 | $3,077-63.7% | $2,723-59.0% | $4,663-76.1% |
| Participant deferral / active EE | $2,077 | $4,678-55.6% | $4,264-51.3% | $6,689-68.9% |
| Admin fee / account holder | $61 | $6,212-99.0% | $5,646-98.9% | $13,390-99.5% |