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 | $23,382 | $96,678-75.8% | $86,640-73.0% | $139,466-83.2% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 18.86% | 106.69%-87.8pp | 592.52%-573.7pp | 373.66%-354.8pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,554 | $4,837+14.8% | $4,438+25.1% | $6,712-17.2% |
| Admin fee / account holder | $141 | $6,410-97.8% | $5,616-97.5% | $11,409-98.8% |