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 | $17,799 | $72,071-75.3% | $68,368-74.0% | $137,256-87.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.15% | 353.14%-334.0pp | 292.57%-273.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $839 | $2,788-69.9% | $2,649-68.3% | $4,156-79.8% |
| Participant deferral / active EE | $1,037 | $4,410-76.5% | $4,123-74.9% | $6,407-83.8% |
| Admin fee / account holder | $122 | $5,336-97.7% | $5,150-97.6% | $12,270-99.0% |