Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,192 | $73,518-68.5% | $63,003-63.2% | $147,585-84.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.65% | 175.46%-161.8pp | 87.59%-73.9pp | 578.57%-564.9pp |
| Employer contribution / active EE | $1,174 | $3,322-64.7% | $2,760-57.5% | $4,876-75.9% |
| Participant deferral / active EE | $3,314 | $4,183-20.8% | $3,329-0.5% | $5,439-39.1% |
| Admin fee / account holder | $125 | $5,952-97.9% | $3,600-96.5% | $10,885-98.9% |