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 | $97,125-85.3% | $86,233-83.4% | $137,256-89.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 83.38% | 74.19%+9.2pp | 61.39%+22.0pp | 220.34%-137.0pp |
| Employer contribution / active EE | $1,359 | $2,841-52.2% | $2,504-45.7% | $4,156-67.3% |
| Participant deferral / active EE | $1,762 | $5,180-66.0% | $4,559-61.4% | $6,407-72.5% |
| Admin fee / account holder | $15 | $9,725-99.8% | $8,342-99.8% | $12,270-99.9% |