Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,283 | $108,882-86.9% | $96,754-85.2% | $154,746-90.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 83.38% | 98.39%-15.0pp | 82.04%+1.3pp | 172.34%-89.0pp |
| Employer contribution / active EE | $1,359 | $3,018-55.0% | $2,679-49.3% | $4,379-69.0% |
| Participant deferral / active EE | $1,762 | $5,323-66.9% | $4,758-63.0% | $6,730-73.8% |
| Admin fee / account holder | $15 | $10,200-99.9% | $8,905-99.8% | $14,365-99.9% |