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 | $13,400 | $109,904-87.8% | $97,167-86.2% | $145,959-90.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.66% | 243.43%-232.8pp | 75.27%-64.6pp | 561.95%-551.3pp |
| Employer contribution / active EE | $5,559 | $3,084+80.2% | $2,729+103.7% | $4,661+19.3% |
| Participant deferral / active EE | $1,060 | $4,676-77.3% | $4,264-75.1% | $6,689-84.2% |
| Admin fee / account holder | $66 | $6,216-98.9% | $5,650-98.8% | $13,398-99.5% |