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 | $8,989 | $101,618-91.2% | $93,063-90.3% | $137,256-93.5% |
| Participation rate | 88.9% | 74.9%+14.0pp | 72.1%+16.8pp | 80.0%+8.9pp |
| Annual return | 17.40% | 223.95%-206.5pp | 34.15%-16.8pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,008 | $2,707-62.8% | $2,476-59.3% | $4,156-75.7% |
| Participant deferral / active EE | $1,756 | $4,279-59.0% | $3,958-55.6% | $6,407-72.6% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |