Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,583 | $102,595-88.7% | $94,057-87.7% | $154,746-92.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 27.05% | 583.42%-556.4pp | 480.62%-453.6pp | 172.34%-145.3pp |
| Employer contribution / active EE | $1,608 | $3,147-48.9% | $2,933-45.2% | $4,379-63.3% |
| Participant deferral / active EE | $2,777 | $5,118-45.7% | $4,709-41.0% | $6,730-58.7% |
| Admin fee / account holder | $57 | $7,736-99.3% | $7,244-99.2% | $14,365-99.6% |