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 | $7,821 | $76,522-89.8% | $56,033-86.0% | $145,884-94.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.69% | 3014.28%-3004.6pp | 1711.38%-1701.7pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,782 | $1,382+28.9% | $1,041+71.2% | $4,662-61.8% |
| Participant deferral / active EE | $1,969 | $2,624-25.0% | $1,954+0.7% | $6,690-70.6% |
| Admin fee / account holder | $74 | $3,328-97.8% | $2,827-97.4% | $13,392-99.5% |