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 | $13,485 | $88,778-84.8% | $81,844-83.5% | $145,884-90.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.51% | 1033.03%-1020.5pp | 778.87%-766.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,362 | $3,087-55.9% | $2,916-53.3% | $4,662-70.8% |
| Participant deferral / active EE | $1,915 | $4,648-58.8% | $4,323-55.7% | $6,690-71.4% |
| Admin fee / account holder | $268 | $8,430-96.8% | $7,355-96.4% | $13,392-98.0% |