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 | $16,973 | $48,570-65.1% | $130,660-87.0% | $72,976-76.7% |
| Participation rate | 94.8% | 58.6%+36.2pp | 71.7%+23.1pp | 69.5%+25.3pp |
| Annual return | 21.18% | 38.63%-17.4pp | 1709.29%-1688.1pp | 81.02%-59.8pp |
| Employer contribution / active EE | $1,853 | $1,334+38.9% | $4,092-54.7% | $2,440-24.1% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $77 | $3,549-97.8% | $5,463-98.6% | $5,124-98.5% |