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 | $53,775 | $150,207-64.2% | $120,380-55.3% | $145,978-63.2% |
| Participation rate | 93.3% | 78.8%+14.6pp | 71.9%+21.4pp | 80.3%+13.0pp |
| Annual return | 10.47% | 154.28%-143.8pp | 107.28%-96.8pp | 550.52%-540.0pp |
| Employer contribution / active EE | $0 | $4,351-100.0% | $3,465-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $246 | $12,203-98.0% | $9,421-97.4% | $13,400-98.2% |