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 | $24,602 | $109,872-77.6% | $98,483-75.0% | $167,536-85.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.59% | 1959.31%-1944.7pp | 1494.38%-1479.8pp | 478.82%-464.2pp |
| Employer contribution / active EE | $1,809 | $3,225-43.9% | $2,961-38.9% | $4,839-62.6% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $287 | $6,757-95.8% | $5,953-95.2% | $12,315-97.7% |