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 | $25,613 | $96,361-73.4% | $80,607-68.2% | $139,456-81.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.30% | 1350.95%-1339.7pp | 936.11%-924.8pp | 373.45%-362.2pp |
| Employer contribution / active EE | $2,484 | $3,262-23.9% | $2,724-8.8% | $4,753-47.7% |
| Participant deferral / active EE | $0 | $5,232-100.0% | $4,448-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |