Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,515 | $169,336-91.4% | $129,384-88.8% | $145,884-90.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.13% | 14408.70%-14397.6pp | 9461.77%-9450.6pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,131 | $5,540-79.6% | $4,153-72.8% | $4,662-75.8% |
| Participant deferral / active EE | $1,966 | $4,985-60.6% | $4,166-52.8% | $6,690-70.6% |
| Admin fee / account holder | $139 | $9,912-98.6% | $7,686-98.2% | $13,392-99.0% |