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 | $19,261 | $68,097-71.7% | $62,929-69.4% | $137,256-86.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.71% | 1859.11%-1839.4pp | 1063.93%-1044.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,083 | $2,811-25.9% | $2,505-16.8% | $4,156-49.9% |
| Participant deferral / active EE | $2,083 | $4,553-54.2% | $3,888-46.4% | $6,407-67.5% |
| Admin fee / account holder | $126 | $6,521-98.1% | $5,065-97.5% | $12,270-99.0% |