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 | $13,068 | $180,749-92.8% | $160,784-91.9% | $137,256-90.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 23.97% | 2234.46%-2210.5pp | 1803.92%-1780.0pp | 220.34%-196.4pp |
| Employer contribution / active EE | $4,368 | $4,155+5.1% | $3,733+17.0% | $4,156+5.1% |
| Participant deferral / active EE | $5,518 | $6,844-19.4% | $6,293-12.3% | $6,407-13.9% |
| Admin fee / account holder | $48 | $10,397-99.5% | $9,717-99.5% | $12,270-99.6% |