Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,439 | $88,815-88.2% | $81,882-87.3% | $145,897-92.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.10% | 1033.75%-1014.7pp | 779.47%-760.4pp | 552.29%-533.2pp |
| Employer contribution / active EE | $4,500 | $3,086+45.8% | $2,916+54.3% | $4,663-3.5% |
| Participant deferral / active EE | $4,920 | $4,647+5.9% | $4,323+13.8% | $6,689-26.4% |
| Admin fee / account holder | $20 | $8,434-99.8% | $7,360-99.7% | $13,390-99.9% |