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 | $26,091 | $96,678-73.0% | $86,640-69.9% | $139,466-81.3% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 16.77% | 106.69%-89.9pp | 592.52%-575.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $1,023 | $3,265-68.7% | $3,024-66.2% | $4,754-78.5% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $125 | $6,410-98.0% | $5,616-97.8% | $11,409-98.9% |