Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,857 | $88,754-91.1% | $81,820-90.4% | $145,877-94.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.28% | 1031.77%-1015.5pp | 777.93%-761.7pp | 551.28%-535.0pp |
| Employer contribution / active EE | $4,069 | $3,085+31.9% | $2,915+39.6% | $4,663-12.7% |
| Participant deferral / active EE | $3,415 | $4,648-26.5% | $4,323-21.0% | $6,691-49.0% |
| Admin fee / account holder | $34 | $8,424-99.6% | $7,391-99.5% | $13,402-99.7% |