Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,106 | $111,785-88.3% | $93,669-86.0% | $145,877-91.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.47% | 203.79%-187.3pp | 133.59%-117.1pp | 551.28%-534.8pp |
| Employer contribution / active EE | $2,064 | $3,096-33.3% | $2,424-14.8% | $4,663-55.7% |
| Participant deferral / active EE | $2,141 | $4,919-56.5% | $4,416-51.5% | $6,691-68.0% |
| Admin fee / account holder | $63 | $10,256-99.4% | $8,291-99.2% | $13,402-99.5% |