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 | $30,874 | $108,695-71.6% | $74,722-58.7% | $152,897-79.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 19.89% | 114.11%-94.2pp | 753.11%-733.2pp | 345.43%-325.5pp |
| Employer contribution / active EE | $913 | $1,504-39.3% | $1,084-15.8% | $4,764-80.8% |
| Participant deferral / active EE | $3,660 | $2,712+35.0% | $1,963+86.4% | $5,851-37.4% |
| Admin fee / account holder | $163 | $4,906-96.7% | $3,335-95.1% | $11,599-98.6% |