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 | $4,528 | $28,624-84.2% | $53,647-91.6% | $82,637-94.5% |
| Participation rate | 94.3% | 47.3%+47.0pp | 56.3%+38.0pp | 68.1%+26.2pp |
| Annual return | 39.86% | 664.98%-625.1pp | 358.33%-318.5pp | 53.51%-13.6pp |
| Employer contribution / active EE | $1,334 | $637+109.6% | $962+38.7% | $2,552-47.7% |
| Participant deferral / active EE | $1,641 | $1,196+37.2% | $1,813-9.5% | $4,126-60.2% |
| Admin fee / account holder | $103 | $2,022-94.9% | $2,460-95.8% | $7,339-98.6% |