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 | $2,419 | $76,608-96.8% | $56,077-95.7% | $145,877-98.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.41% | 3009.59%-2993.2pp | 1709.28%-1692.9pp | 551.28%-534.9pp |
| Employer contribution / active EE | $745 | $1,382-46.1% | $1,040-28.4% | $4,663-84.0% |
| Participant deferral / active EE | $776 | $2,624-70.4% | $1,954-60.3% | $6,691-88.4% |
| Admin fee / account holder | $8 | $3,325-99.8% | $2,825-99.7% | $13,402-99.9% |