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 | $7,251 | $102,595-92.9% | $94,057-92.3% | $154,746-95.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.39% | 583.42%-564.0pp | 480.62%-461.2pp | 172.34%-153.0pp |
| Employer contribution / active EE | $546 | $3,147-82.7% | $2,933-81.4% | $4,379-87.5% |
| Participant deferral / active EE | $1,241 | $5,118-75.8% | $4,709-73.6% | $6,730-81.6% |
| Admin fee / account holder | $170 | $7,736-97.8% | $7,244-97.7% | $14,365-98.8% |