Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,556 | $234,190-82.7% | $180,320-77.5% | $198,609-79.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 12.52% | 1057.44%-1044.9pp | 778.54%-766.0pp | 202.70%-190.2pp |
| Employer contribution / active EE | $4,108 | $5,258-21.9% | $4,1080% | $5,055-18.7% |
| Participant deferral / active EE | $4,108 | $4,988-17.6% | $4,304-4.6% | $6,977-41.1% |
| Admin fee / account holder | $75 | $12,558-99.4% | $10,000-99.3% | $19,030-99.6% |