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 | $28,639 | $108,673-73.6% | $74,713-61.7% | $152,870-81.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 11.39% | 114.08%-102.7pp | 752.99%-741.6pp | 345.34%-334.0pp |
| Employer contribution / active EE | $4,968 | $1,503+230.5% | $1,084+358.4% | $4,763+4.3% |
| Participant deferral / active EE | $1,810 | $2,713-33.3% | $1,964-7.9% | $5,850-69.1% |
| Admin fee / account holder | $205 | $4,904-95.8% | $3,334-93.9% | $11,597-98.2% |