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 | $9,699 | $88,710-89.1% | $81,783-88.1% | $145,959-93.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.10% | 1027.26%-1012.2pp | 775.05%-760.0pp | 561.95%-546.9pp |
| Employer contribution / active EE | $1,289 | $3,083-58.2% | $2,913-55.8% | $4,661-72.4% |
| Participant deferral / active EE | $4,932 | $4,645+6.2% | $4,320+14.2% | $6,689-26.3% |
| Admin fee / account holder | $125 | $8,407-98.5% | $7,380-98.3% | $13,398-99.1% |