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 | $12,927 | $104,953-87.7% | $84,637-84.7% | $152,909-91.5% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.5%+3.3pp |
| Annual return | 35.32% | 373.94%-338.6pp | 258.82%-223.5pp | 345.46%-310.1pp |
| Employer contribution / active EE | $1,695 | $3,304-48.7% | $2,653-36.1% | $4,764-64.4% |
| Participant deferral / active EE | $4,690 | $4,6910% | $3,900+20.2% | $5,851-19.9% |
| Admin fee / account holder | $4 | $6,244-99.9% | $4,914-99.9% | $11,601-100.0% |