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 | $25,231 | $103,000-75.5% | $90,300-72.1% | $152,885-83.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 23.30% | 95.19%-71.9pp | 78.11%-54.8pp | 345.39%-322.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,305 | $4,281-46.2% | $3,884-40.7% | $5,851-60.6% |
| Admin fee / account holder | $150 | $6,173-97.6% | $5,353-97.2% | $11,598-98.7% |