Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,065 | $69,118-97.0% | $53,647-96.2% | $138,895-98.5% |
| Participation rate | 91.7% | 64.0%+27.7pp | 56.3%+35.4pp | 79.9%+11.7pp |
| Annual return | 19.38% | 248.26%-228.9pp | 358.33%-339.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $270 | $1,189-77.3% | $962-71.9% | $4,194-93.6% |
| Participant deferral / active EE | $1,098 | $2,274-51.7% | $1,813-39.4% | $6,396-82.8% |
| Admin fee / account holder | $95 | $2,724-96.5% | $2,460-96.1% | $12,562-99.2% |