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 | $40,144 | $142,426-71.8% | $115,167-65.1% | $152,909-73.7% |
| Participation rate | 71.4% | 82.4%-10.9pp | 75.9%-4.5pp | 82.5%-11.0pp |
| Annual return | 24.68% | 41.48%-16.8pp | 35.60%-10.9pp | 345.46%-320.8pp |
| Employer contribution / active EE | $1,086 | $4,011-72.9% | $3,179-65.8% | $4,764-77.2% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |