Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,492 | $167,030-82.9% | $135,768-79.0% | $155,188-81.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 12.73% | 678.39%-665.7pp | 526.10%-513.4pp | 148.84%-136.1pp |
| Employer contribution / active EE | $343 | $4,132-91.7% | $3,394-89.9% | $4,248-91.9% |
| Participant deferral / active EE | $641 | $4,528-85.9% | $3,977-83.9% | $6,531-90.2% |
| Admin fee / account holder | $81 | $8,172-99.0% | $7,048-98.9% | $14,480-99.4% |