Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,164 | $88,754-63.8% | $81,820-60.7% | $145,877-78.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.60% | 1031.77%-1016.2pp | 777.93%-762.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $2,119 | $3,085-31.3% | $2,915-27.3% | $4,663-54.6% |
| Participant deferral / active EE | $2,119 | $4,648-54.4% | $4,323-51.0% | $6,691-68.3% |
| Admin fee / account holder | $154 | $8,424-98.2% | $7,391-97.9% | $13,402-98.9% |