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 | $77,912 | $104,116-25.2% | $71,089+9.6% | $135,380-42.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | 0.26% | 1256.51%-1256.2pp | 650.65%-650.4pp | 519.81%-519.5pp |
| Employer contribution / active EE | $509 | $1,485-65.8% | $1,088-53.2% | $4,779-89.4% |
| Participant deferral / active EE | $636 | $2,524-74.8% | $1,873-66.1% | $5,609-88.7% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |