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 | $17,388 | $73,546-76.4% | $63,018-72.4% | $147,586-88.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.8%+12.7pp | 82.8%+4.7pp |
| Annual return | 9.13% | 175.56%-166.4pp | 87.62%-78.5pp | 578.59%-569.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,731 | $4,185-10.8% | $3,330+12.1% | $5,439-31.4% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |