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 | $11,580 | $72,446-84.0% | $67,561-82.9% | $145,877-92.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 19.61% | 7211.98%-7192.4pp | 3525.44%-3505.8pp | 551.28%-531.7pp |
| Employer contribution / active EE | $1,125 | $3,072-63.4% | $2,735-58.9% | $4,663-75.9% |
| Participant deferral / active EE | $1,815 | $4,785-62.1% | $4,003-54.7% | $6,691-72.9% |
| Admin fee / account holder | $44 | $5,541-99.2% | $4,006-98.9% | $13,402-99.7% |