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 | $23,608 | $99,031-76.2% | $86,597-72.7% | $147,585-84.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.60% | 1312.56%-1297.0pp | 964.96%-949.4pp | 578.57%-563.0pp |
| Employer contribution / active EE | $1,271 | $3,132-59.4% | $2,840-55.2% | $4,876-73.9% |
| Participant deferral / active EE | $4,629 | $3,972+16.5% | $3,609+28.3% | $5,439-14.9% |
| Admin fee / account holder | $219 | $5,711-96.2% | $4,906-95.5% | $10,885-98.0% |