Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,175 | $103,000-90.1% | $90,300-88.7% | $152,885-93.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 28.95% | 95.19%-66.2pp | 78.11%-49.2pp | 345.39%-316.4pp |
| Employer contribution / active EE | $917 | $3,138-70.8% | $2,854-67.9% | $4,763-80.7% |
| Participant deferral / active EE | $2,639 | $4,281-38.3% | $3,884-32.1% | $5,851-54.9% |
| Admin fee / account holder | $62 | $6,173-99.0% | $5,353-98.9% | $11,598-99.5% |