Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,283 | $103,038-90.0% | $90,324-88.6% | $152,909-93.3% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 28.21% | 95.25%-67.0pp | 78.15%-49.9pp | 345.46%-317.3pp |
| Employer contribution / active EE | $1,141 | $3,141-63.7% | $2,856-60.0% | $4,764-76.0% |
| Participant deferral / active EE | $2,910 | $4,282-32.0% | $3,885-25.1% | $5,851-50.3% |
| Admin fee / account holder | $84 | $6,177-98.6% | $5,356-98.4% | $11,601-99.3% |