Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,298 | $73,546-80.6% | $63,018-77.3% | $147,586-90.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.29% | 175.56%-165.3pp | 87.62%-77.3pp | 578.59%-568.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,347 | $4,185-20.0% | $3,330+0.5% | $5,439-38.5% |
| Admin fee / account holder | $46 | $5,956-99.2% | $3,601-98.7% | $10,886-99.6% |