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 | $25,048 | $72,403-65.4% | $67,524-62.9% | $145,978-82.8% |
| Participation rate | 91.3% | 76.9%+14.4pp | 72.9%+18.4pp | 80.3%+11.0pp |
| Annual return | 11.84% | 7197.23%-7185.4pp | 3519.41%-3507.6pp | 550.52%-538.7pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,630 | $4,782-45.0% | $4,001-34.3% | $6,690-60.7% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,001-100.0% | $13,400-100.0% |