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 | $6,562 | $27,943-76.5% | $58,507-88.8% | $75,177-91.3% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 26.20% | 44.22%-18.0pp | 4252.32%-4226.1pp | 160.75%-134.6pp |
| Employer contribution / active EE | $1,098 | $670+64.0% | $1,053+4.2% | $2,671-58.9% |
| Participant deferral / active EE | $2,726 | $1,202+126.8% | $1,922+41.8% | $4,126-33.9% |
| Admin fee / account holder | $287 | $1,727-83.4% | $2,486-88.4% | $5,651-94.9% |