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 | $18,615 | $103,000-81.9% | $90,300-79.4% | $152,885-87.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 51.12% | 95.19%-44.1pp | 78.11%-27.0pp | 345.39%-294.3pp |
| Employer contribution / active EE | $6,578 | $3,138+109.6% | $2,854+130.5% | $4,763+38.1% |
| Participant deferral / active EE | $9,319 | $4,281+117.7% | $3,884+139.9% | $5,851+59.3% |
| Admin fee / account holder | $185 | $6,173-97.0% | $5,353-96.5% | $11,598-98.4% |