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 | $9,084 | $81,668-88.9% | $58,507-84.5% | $139,487-93.5% |
| Participation rate | 70.6% | 61.3%+9.2pp | 50.9%+19.7pp | 80.3%-9.7pp |
| Annual return | 31.05% | 7430.07%-7399.0pp | 4252.32%-4221.3pp | 373.84%-342.8pp |
| Employer contribution / active EE | $878 | $1,398-37.2% | $1,053-16.6% | $4,755-81.5% |
| Participant deferral / active EE | $2,961 | $2,554+16.0% | $1,922+54.0% | $6,713-55.9% |
| Admin fee / account holder | $214 | $3,212-93.3% | $2,486-91.4% | $11,407-98.1% |