Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,087 | $28,624-68.3% | $53,647-83.1% | $82,637-89.0% |
| Participation rate | 91.4% | 47.3%+44.1pp | 56.3%+35.1pp | 68.1%+23.3pp |
| Annual return | 21.24% | 664.98%-643.7pp | 358.33%-337.1pp | 53.51%-32.3pp |
| Employer contribution / active EE | $983 | $637+54.4% | $962+2.2% | $2,552-61.5% |
| Participant deferral / active EE | $1,473 | $1,196+23.1% | $1,813-18.8% | $4,126-64.3% |
| Admin fee / account holder | $238 | $2,022-88.2% | $2,460-90.3% | $7,339-96.8% |