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 | $16,800 | $172,008-90.2% | $133,334-87.4% | $152,885-89.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 69.7%+30.3pp | 82.5%+17.5pp |
| Annual return | 24.65% | 26.82%-2.2pp | 26.29%-1.6pp | 345.39%-320.7pp |
| Employer contribution / active EE | $0 | $3,954-100.0% | $3,152-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,850 | $7,271-60.8% | $5,773-50.6% | $5,851-51.3% |
| Admin fee / account holder | $8 | $4,416-99.8% | $3,620-99.8% | $11,598-99.9% |