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 | $22,591 | $176,688-87.2% | $130,660-82.7% | $152,909-85.2% |
| Participation rate | 85.7% | 79.0%+6.7pp | 71.7%+14.0pp | 82.5%+3.3pp |
| Annual return | 12.65% | 2693.08%-2680.4pp | 1709.29%-1696.6pp | 345.46%-332.8pp |
| Employer contribution / active EE | $1,360 | $5,743-76.3% | $4,092-66.8% | $4,764-71.5% |
| Participant deferral / active EE | $1,360 | $4,362-68.8% | $3,603-62.3% | $5,851-76.8% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |