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 | $2,821 | $67,823-95.8% | $52,425-94.6% | $137,256-97.9% |
| Participation rate | 82.6% | 63.9%+18.7pp | 55.6%+27.0pp | 80.0%+2.6pp |
| Annual return | 19.11% | 219.11%-200.0pp | 302.12%-283.0pp | 220.34%-201.2pp |
| Employer contribution / active EE | $335 | $1,163-71.2% | $914-63.4% | $4,156-91.9% |
| Participant deferral / active EE | $931 | $2,288-59.3% | $1,790-48.0% | $6,407-85.5% |
| Admin fee / account holder | $107 | $2,844-96.2% | $2,495-95.7% | $12,270-99.1% |