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 | $11,519 | $108,212-89.4% | $77,513-85.1% | $158,966-92.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 47.71% | 31.67%+16.0pp | 54.81%-7.1pp | 302.95%-255.2pp |
| Employer contribution / active EE | $1,874 | $1,325+41.5% | $987+90.0% | $4,762-60.6% |
| Participant deferral / active EE | $2,929 | $2,455+19.3% | $1,861+57.4% | $5,983-51.0% |
| Admin fee / account holder | $17 | $3,709-99.5% | $2,859-99.4% | $11,250-99.8% |