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 | $19,372 | $70,366-72.5% | $66,674-70.9% | $138,895-86.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 27.82% | 386.41%-358.6pp | 321.24%-293.4pp | 145.39%-117.6pp |
| Employer contribution / active EE | $1,187 | $2,765-57.1% | $2,620-54.7% | $4,194-71.7% |
| Participant deferral / active EE | $1,271 | $4,374-70.9% | $4,084-68.9% | $6,396-80.1% |
| Admin fee / account holder | $60 | $5,262-98.9% | $5,098-98.8% | $12,562-99.5% |