Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,619 | $102,696-13.7% | $86,235+2.8% | $139,487-36.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 22.31% | 1925.91%-1903.6pp | 1170.03%-1147.7pp | 373.84%-351.5pp |
| Employer contribution / active EE | $1,518 | $3,034-50.0% | $2,381-36.2% | $4,755-68.1% |
| Participant deferral / active EE | $1,518 | $4,679-67.6% | $3,987-61.9% | $6,713-77.4% |
| Admin fee / account holder | $38 | $8,667-99.6% | $6,856-99.5% | $11,407-99.7% |