Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,297 | $103,008-78.4% | $90,304-75.3% | $152,897-85.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 36.84% | 95.22%-58.4pp | 78.13%-41.3pp | 345.43%-308.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,564 | $4,281+146.7% | $3,885+171.9% | $5,851+80.5% |
| Admin fee / account holder | $57 | $6,175-99.1% | $5,354-98.9% | $11,599-99.5% |