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 | $26,062 | $56,197-53.6% | $67,652-61.5% | $59,633-56.3% |
| Participation rate | 85.3% | 71.5%+13.8pp | 75.7%+9.6pp | 68.7%+16.6pp |
| Annual return | 11.85% | 18508.10%-18496.3pp | 6625.40%-6613.6pp | 2041.45%-2029.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,997 | $2,844+5.4% | $3,560-15.8% | $3,192-6.1% |
| Admin fee / account holder | $213 | $3,958-94.6% | $4,821-95.6% | $4,297-95.1% |