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 | $14,055 | $88,754-84.2% | $81,820-82.8% | $145,877-90.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.94% | 1031.77%-1017.8pp | 777.93%-764.0pp | 551.28%-537.3pp |
| Employer contribution / active EE | $2,038 | $3,085-33.9% | $2,915-30.1% | $4,663-56.3% |
| Participant deferral / active EE | $3,397 | $4,648-26.9% | $4,323-21.4% | $6,691-49.2% |
| Admin fee / account holder | $66 | $8,424-99.2% | $7,391-99.1% | $13,402-99.5% |