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 | $9,405 | $108,882-91.4% | $96,754-90.3% | $154,746-93.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 23.14% | 98.39%-75.2pp | 82.04%-58.9pp | 172.34%-149.2pp |
| Employer contribution / active EE | $2,561 | $3,018-15.1% | $2,679-4.4% | $4,379-41.5% |
| Participant deferral / active EE | $2,999 | $5,323-43.7% | $4,758-37.0% | $6,730-55.4% |
| Admin fee / account holder | $22 | $10,200-99.8% | $8,905-99.8% | $14,365-99.8% |