Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,351 | $76,634-85.2% | $56,054-79.7% | $145,978-92.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.72% | 3004.33%-2991.6pp | 1705.95%-1693.2pp | 550.52%-537.8pp |
| Employer contribution / active EE | $1,811 | $1,380+31.2% | $1,039+74.3% | $4,662-61.2% |
| Participant deferral / active EE | $2,944 | $2,622+12.3% | $1,952+50.8% | $6,690-56.0% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |