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 | $13,762 | $110,303-87.5% | $95,759-85.6% | $139,487-90.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 179.53% | 27.19%+152.3pp | 28.42%+151.1pp | 373.84%-194.3pp |
| Employer contribution / active EE | $7,704 | $3,261+136.3% | $2,836+171.6% | $4,755+62.0% |
| Participant deferral / active EE | $7,577 | $4,674+62.1% | $4,244+78.5% | $6,713+12.9% |
| Admin fee / account holder | $50 | $6,615-99.2% | $5,678-99.1% | $11,407-99.6% |