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 | $16,494 | $96,678-82.9% | $86,640-81.0% | $139,466-88.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 26.21% | 106.69%-80.5pp | 592.52%-566.3pp | 373.66%-347.5pp |
| Employer contribution / active EE | $1,961 | $3,265-39.9% | $3,024-35.2% | $4,754-58.7% |
| Participant deferral / active EE | $3,139 | $4,837-35.1% | $4,438-29.3% | $6,712-53.2% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |