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 | $25,220 | $176,402-85.7% | $134,162-81.2% | $158,982-84.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 48.82% | 63.66%-14.8pp | 36.35%+12.5pp | 302.99%-254.2pp |
| Employer contribution / active EE | $2,143 | $5,042-57.5% | $3,705-42.2% | $4,763-55.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $119 | $8,719-98.6% | $6,685-98.2% | $11,252-98.9% |