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 | $14,261 | $96,361-85.2% | $80,607-82.3% | $139,456-89.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 23.69% | 1350.95%-1327.3pp | 936.11%-912.4pp | 373.45%-349.8pp |
| Employer contribution / active EE | $2,000 | $3,262-38.7% | $2,724-26.6% | $4,753-57.9% |
| Participant deferral / active EE | $2,500 | $5,232-52.2% | $4,448-43.8% | $6,711-62.7% |
| Admin fee / account holder | $106 | $6,601-98.4% | $5,379-98.0% | $11,407-99.1% |