Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,042 | $76,522-20.2% | $56,033+8.9% | $145,884-58.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.08% | 3014.28%-3001.2pp | 1711.38%-1698.3pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,090 | $1,382-21.2% | $1,041+4.7% | $4,662-76.6% |
| Participant deferral / active EE | $5,200 | $2,624+98.2% | $1,954+166.1% | $6,690-22.3% |
| Admin fee / account holder | $20 | $3,328-99.4% | $2,827-99.3% | $13,392-99.9% |