Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,118 | $110,039-79.0% | $97,260-76.2% | $145,884-84.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.68% | 244.44%-232.8pp | 75.54%-63.9pp | 551.85%-540.2pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,676 | $4,674-21.3% | $4,262-13.7% | $6,690-45.0% |
| Admin fee / account holder | $189 | $6,204-97.0% | $5,640-96.6% | $13,392-98.6% |