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 | $8,047 | $100,073-92.0% | $85,126-90.5% | $145,877-94.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.47% | 84.11%-74.6pp | 66.63%-57.2pp | 551.28%-541.8pp |
| Employer contribution / active EE | $502 | $3,236-84.5% | $2,731-81.6% | $4,663-89.2% |
| Participant deferral / active EE | $3,165 | $5,294-40.2% | $4,523-30.0% | $6,691-52.7% |
| Admin fee / account holder | $16 | $7,261-99.8% | $6,160-99.7% | $13,402-99.9% |