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 | $14,907 | $169,336-91.2% | $129,384-88.5% | $145,884-89.8% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 8.51% | 14408.70%-14400.2pp | 9461.77%-9453.3pp | 551.85%-543.3pp |
| Employer contribution / active EE | $3,500 | $5,540-36.8% | $4,153-15.7% | $4,662-24.9% |
| Participant deferral / active EE | $2,179 | $4,985-56.3% | $4,166-47.7% | $6,690-67.4% |
| Admin fee / account holder | $45 | $9,912-99.5% | $7,686-99.4% | $13,392-99.7% |