Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,198 | $109,372-87.9% | $89,414-85.2% | $158,966-91.7% |
| Participation rate | 77.3% | 74.3%+3.0pp | 68.0%+9.3pp | 82.0%-4.7pp |
| Annual return | 31.07% | 345.55%-314.5pp | 245.50%-214.4pp | 302.95%-271.9pp |
| Employer contribution / active EE | $403 | $3,171-87.3% | $2,586-84.4% | $4,762-91.5% |
| Participant deferral / active EE | $2,600 | $4,598-43.4% | $3,890-33.1% | $5,983-56.5% |
| Admin fee / account holder | $20 | $6,156-99.7% | $4,883-99.6% | $11,250-99.8% |