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 | $18,445 | $121,677-84.8% | $104,625-82.4% | $158,966-88.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.93% | 465.58%-451.7pp | 340.60%-326.7pp | 302.95%-289.0pp |
| Employer contribution / active EE | $1,434 | $3,165-54.7% | $2,681-46.5% | $4,762-69.9% |
| Participant deferral / active EE | $1,434 | $4,175-65.6% | $3,738-61.6% | $5,983-76.0% |
| Admin fee / account holder | $0 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |