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 | $103,131 | $165,939-37.8% | $122,354-15.7% | $147,586-30.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 10.92% | 34.56%-23.6pp | 30.28%-19.4pp | 578.59%-567.7pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $18,000 | $4,005+349.4% | $3,287+447.6% | $5,439+231.0% |
| Admin fee / account holder | $254 | $7,425-96.6% | $5,479-95.4% | $10,886-97.7% |