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 | $2,032 | $69,118-97.1% | $53,647-96.2% | $138,895-98.5% |
| Participation rate | 77.8% | 64.0%+13.8pp | 56.3%+21.5pp | 79.9%-2.1pp |
| Annual return | 30.30% | 248.26%-218.0pp | 358.33%-328.0pp | 145.39%-115.1pp |
| Employer contribution / active EE | $719 | $1,189-39.5% | $962-25.2% | $4,194-82.8% |
| Participant deferral / active EE | $1,259 | $2,274-44.6% | $1,813-30.6% | $6,396-80.3% |
| Admin fee / account holder | $33 | $2,724-98.8% | $2,460-98.6% | $12,562-99.7% |