Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,218 | $76,368-86.6% | $67,681-84.9% | $154,746-93.4% |
| Participation rate | 80.0% | 79.0%+1.0pp | 73.7%+6.3pp | 80.7%-0.7pp |
| Annual return | 19.98% | 1066.77%-1046.8pp | 590.58%-570.6pp | 172.34%-152.4pp |
| Employer contribution / active EE | $425 | $3,151-86.5% | $2,678-84.1% | $4,379-90.3% |
| Participant deferral / active EE | $2,627 | $4,824-45.5% | $3,976-33.9% | $6,730-61.0% |
| Admin fee / account holder | $1 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |