Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,572 | $51,184-67.6% | $66,439-75.1% | $86,983-80.9% |
| Participation rate | 98.0% | 68.5%+29.5pp | 74.5%+23.5pp | 69.5%+28.5pp |
| Annual return | 49.45% | 17.07%+32.4pp | 757.66%-708.2pp | 25.83%+23.6pp |
| Employer contribution / active EE | $4,781 | $2,023+136.3% | $2,637+81.3% | $2,584+85.0% |
| Participant deferral / active EE | $6,058 | $2,927+106.9% | $3,876+56.3% | $4,194+44.4% |
| Admin fee / account holder | $280 | $4,154-93.3% | $6,173-95.5% | $7,856-96.4% |