Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,376 | $88,754-89.4% | $81,820-88.5% | $145,877-93.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.74% | 1031.77%-1017.0pp | 777.93%-763.2pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,809 | $3,085-41.4% | $2,915-37.9% | $4,663-61.2% |
| Participant deferral / active EE | $1,142 | $4,648-75.4% | $4,323-73.6% | $6,691-82.9% |
| Admin fee / account holder | $21 | $8,424-99.7% | $7,391-99.7% | $13,402-99.8% |