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 | $13,591 | $90,530-85.0% | $76,030-82.1% | $145,897-90.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.71% | 625.08%-612.4pp | 361.54%-348.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $2,136 | $3,319-35.7% | $2,688-20.5% | $4,663-54.2% |
| Participant deferral / active EE | $2,612 | $5,164-49.4% | $4,257-38.6% | $6,689-60.9% |
| Admin fee / account holder | $277 | $8,383-96.7% | $6,421-95.7% | $13,390-97.9% |