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 | $31,731 | $115,796-72.6% | $101,264-68.7% | $158,950-80.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.06% | 56.15%-38.1pp | 46.48%-28.4pp | 302.91%-284.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,452 | $4,958-30.4% | $4,370-21.0% | $5,983-42.3% |
| Admin fee / account holder | $130 | $7,247-98.2% | $5,947-97.8% | $11,248-98.8% |