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 | $9,446 | $27,936-66.2% | $58,561-83.9% | $75,173-87.4% |
| Participation rate | 97.2% | 38.8%+58.4pp | 50.9%+46.4pp | 67.2%+30.0pp |
| Annual return | 338.84% | 44.21%+294.6pp | 4251.33%-3912.5pp | 160.72%+178.1pp |
| Employer contribution / active EE | $2,600 | $670+288.4% | $1,053+146.8% | $2,671-2.6% |
| Participant deferral / active EE | $1,260 | $1,202+4.9% | $1,923-34.5% | $4,126-69.5% |
| Admin fee / account holder | $11 | $1,727-99.4% | $2,520-99.6% | $5,651-99.8% |