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 | $16,293 | $180,749-91.0% | $160,784-89.9% | $137,256-88.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.46% | 2234.46%-2214.0pp | 1803.92%-1783.5pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,981 | $4,155-52.3% | $3,733-46.9% | $4,156-52.3% |
| Participant deferral / active EE | $2,232 | $6,844-67.4% | $6,293-64.5% | $6,407-65.2% |
| Admin fee / account holder | $151 | $10,397-98.5% | $9,717-98.4% | $12,270-98.8% |