Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,711 | $110,830-86.7% | $86,625-83.0% | $167,553-91.2% |
| Participation rate | 80.0% | 75.8%+4.2pp | 71.6%+8.4pp | 82.1%-2.1pp |
| Annual return | 20.59% | 116.99%-96.4pp | 63.52%-42.9pp | 478.89%-458.3pp |
| Employer contribution / active EE | $1,933 | $3,245-40.4% | $2,496-22.5% | $4,840-60.1% |
| Participant deferral / active EE | $3,508 | $4,548-22.9% | $3,700-5.2% | $6,343-44.7% |
| Admin fee / account holder | $18 | $8,420-99.8% | $5,830-99.7% | $12,316-99.9% |