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 | $48,351 | $76,522-36.8% | $56,033-13.7% | $145,884-66.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 17.39% | 3014.28%-2996.9pp | 1711.38%-1694.0pp | 551.85%-534.5pp |
| Employer contribution / active EE | $14,276 | $1,382+932.7% | $1,041+1271.5% | $4,662+206.2% |
| Participant deferral / active EE | $9,524 | $2,624+263.0% | $1,954+387.4% | $6,690+42.4% |
| Admin fee / account holder | $26 | $3,328-99.2% | $2,827-99.1% | $13,392-99.8% |