Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,940 | $102,595-86.4% | $94,057-85.2% | $154,746-91.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.46% | 583.42%-566.0pp | 480.62%-463.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $982 | $3,147-68.8% | $2,933-66.5% | $4,379-77.6% |
| Participant deferral / active EE | $1,845 | $5,118-63.9% | $4,709-60.8% | $6,730-72.6% |
| Admin fee / account holder | $219 | $7,736-97.2% | $7,244-97.0% | $14,365-98.5% |