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 | $12,397 | $76,608-83.8% | $56,077-77.9% | $145,877-91.5% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 20.47% | 3009.59%-2989.1pp | 1709.28%-1688.8pp | 551.28%-530.8pp |
| Employer contribution / active EE | $1,697 | $1,382+22.8% | $1,040+63.1% | $4,663-63.6% |
| Participant deferral / active EE | $4,034 | $2,624+53.7% | $1,954+106.5% | $6,691-39.7% |
| Admin fee / account holder | $30 | $3,325-99.1% | $2,825-98.9% | $13,402-99.8% |