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 | $11,468 | $108,882-89.5% | $96,754-88.1% | $154,746-92.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 18.66% | 98.39%-79.7pp | 82.04%-63.4pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,092 | $3,018-63.8% | $2,679-59.2% | $4,379-75.1% |
| Participant deferral / active EE | $2,765 | $5,323-48.1% | $4,758-41.9% | $6,730-58.9% |
| Admin fee / account holder | $76 | $10,200-99.3% | $8,905-99.1% | $14,365-99.5% |