Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,123 | $84,628-96.3% | $61,501-94.9% | $134,545-97.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 0.15% | 585.61%-585.5pp | 339.04%-338.9pp | 418.37%-418.2pp |
| Employer contribution / active EE | $1,966 | $1,545+27.3% | $1,160+69.5% | $4,742-58.5% |
| Participant deferral / active EE | $311 | $2,819-89.0% | $2,125-85.4% | $6,401-95.1% |
| Admin fee / account holder | $91 | $2,587-96.5% | $2,132-95.7% | $11,431-99.2% |