Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,470 | $95,580-92.2% | $76,872-90.3% | $139,466-94.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 32.01% | 55.00%-23.0pp | 37.90%-5.9pp | 373.66%-341.6pp |
| Employer contribution / active EE | $2,111 | $3,145-32.9% | $2,533-16.7% | $4,754-55.6% |
| Participant deferral / active EE | $2,688 | $4,623-41.8% | $3,832-29.8% | $6,712-59.9% |
| Admin fee / account holder | $12 | $8,302-99.9% | $5,476-99.8% | $11,409-99.9% |