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 | $46,207 | $81,727-43.5% | $58,534-21.1% | $139,427-66.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 8.00% | 7422.38%-7414.4pp | 4248.32%-4240.3pp | 373.27%-365.3pp |
| Employer contribution / active EE | $1,000 | $1,399-28.5% | $1,054-5.1% | $4,752-79.0% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $1,924-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $3,271-100.0% | $2,519-100.0% | $11,404-100.0% |