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 | $27,919 | $156,963-82.2% | $121,204-77.0% | $139,466-80.0% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 10.96% | 1476.75%-1465.8pp | 987.18%-976.2pp | 373.66%-362.7pp |
| Employer contribution / active EE | $2,768 | $5,544-50.1% | $4,170-33.6% | $4,754-41.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $65 | $6,953-99.1% | $5,651-98.9% | $11,409-99.4% |