Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,898 | $72,071-84.9% | $68,368-84.1% | $137,256-92.1% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 14.27% | 353.14%-338.9pp | 292.57%-278.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $750 | $2,788-73.1% | $2,649-71.7% | $4,156-81.9% |
| Participant deferral / active EE | $1,442 | $4,410-67.3% | $4,123-65.0% | $6,407-77.5% |
| Admin fee / account holder | $119 | $5,336-97.8% | $5,150-97.7% | $12,270-99.0% |