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 | $50,681 | $100,895-49.8% | $90,430-44.0% | $158,950-68.1% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 15.51% | 1725.54%-1710.0pp | 1293.73%-1278.2pp | 302.91%-287.4pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,527 | $4,347-64.9% | $3,963-61.5% | $5,983-74.5% |
| Admin fee / account holder | $140 | $6,505-97.9% | $5,613-97.5% | $11,248-98.8% |