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 | $16,304 | $92,766-82.4% | $82,763-80.3% | $134,545-87.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 538.50% | 946.97%-408.5pp | 702.45%-164.0pp | 418.37%+120.1pp |
| Employer contribution / active EE | $824 | $3,273-74.8% | $3,008-72.6% | $4,742-82.6% |
| Participant deferral / active EE | $1,268 | $4,802-73.6% | $4,395-71.1% | $6,401-80.2% |
| Admin fee / account holder | $236 | $5,978-96.1% | $5,325-95.6% | $11,431-97.9% |