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 | $4,726 | $67,823-93.0% | $52,425-91.0% | $137,256-96.6% |
| Participation rate | 77.3% | 63.9%+13.4pp | 55.6%+21.6pp | 80.0%-2.7pp |
| Annual return | 22.02% | 219.11%-197.1pp | 302.12%-280.1pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,767 | $1,163+52.0% | $914+93.3% | $4,156-57.5% |
| Participant deferral / active EE | $2,228 | $2,288-2.6% | $1,790+24.4% | $6,407-65.2% |
| Admin fee / account holder | $23 | $2,844-99.2% | $2,495-99.1% | $12,270-99.8% |