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 | $17,833 | $169,356-89.5% | $129,406-86.2% | $145,897-87.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.32% | 14418.62%-14409.3pp | 9468.18%-9458.9pp | 552.29%-543.0pp |
| Employer contribution / active EE | $652 | $5,542-88.2% | $4,155-84.3% | $4,663-86.0% |
| Participant deferral / active EE | $1,397 | $4,987-72.0% | $4,167-66.5% | $6,689-79.1% |
| Admin fee / account holder | $209 | $9,915-97.9% | $7,689-97.3% | $13,390-98.4% |