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 | $14,508 | $76,608-81.1% | $56,077-74.1% | $145,877-90.1% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 15.14% | 3009.59%-2994.4pp | 1709.28%-1694.1pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,220 | $1,382-11.7% | $1,040+17.3% | $4,663-73.8% |
| Participant deferral / active EE | $3,722 | $2,624+41.8% | $1,954+90.5% | $6,691-44.4% |
| Admin fee / account holder | $190 | $3,325-94.3% | $2,825-93.3% | $13,402-98.6% |