Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,397 | $100,911-90.7% | $90,440-89.6% | $158,966-94.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 29.99% | 1726.62%-1696.6pp | 1294.38%-1264.4pp | 302.95%-273.0pp |
| Employer contribution / active EE | $1,738 | $3,690-52.9% | $3,263-46.7% | $4,762-63.5% |
| Participant deferral / active EE | $2,862 | $4,348-34.2% | $3,964-27.8% | $5,983-52.2% |
| Admin fee / account holder | $72 | $6,507-98.9% | $5,615-98.7% | $11,250-99.4% |