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 | $11,726 | $169,161-93.1% | $129,295-90.9% | $145,959-92.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.33% | 14348.07%-14326.7pp | 9429.28%-9407.9pp | 561.95%-540.6pp |
| Employer contribution / active EE | $3,284 | $5,543-40.8% | $4,157-21.0% | $4,661-29.5% |
| Participant deferral / active EE | $3,745 | $4,989-24.9% | $4,169-10.2% | $6,689-44.0% |
| Admin fee / account holder | $36 | $9,878-99.6% | $7,665-99.5% | $13,398-99.7% |