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 | $12,751 | $77,416-83.5% | $69,464-81.6% | $152,897-91.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 11.85% | 39.08%-27.2pp | 28.98%-17.1pp | 345.43%-333.6pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,661 | $4,413-62.4% | $3,536-53.0% | $5,851-71.6% |
| Admin fee / account holder | $74 | $6,208-98.8% | $3,840-98.1% | $11,599-99.4% |