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 | $18,074 | $88,778-79.6% | $81,844-77.9% | $145,884-87.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.70% | 1033.03%-1017.3pp | 778.87%-763.2pp | 551.85%-536.2pp |
| Employer contribution / active EE | $2,825 | $3,087-8.5% | $2,916-3.1% | $4,662-39.4% |
| Participant deferral / active EE | $1,612 | $4,648-65.3% | $4,323-62.7% | $6,690-75.9% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |