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 | $14,195 | $28,624-50.4% | $53,647-73.5% | $82,637-82.8% |
| Participation rate | 76.7% | 47.3%+29.4pp | 56.3%+20.4pp | 68.1%+8.6pp |
| Annual return | 24.59% | 664.98%-640.4pp | 358.33%-333.7pp | 53.51%-28.9pp |
| Employer contribution / active EE | $1,023 | $637+60.7% | $962+6.4% | $2,552-59.9% |
| Participant deferral / active EE | $2,356 | $1,196+97.0% | $1,813+29.9% | $4,126-42.9% |
| Admin fee / account holder | $174 | $2,022-91.4% | $2,460-92.9% | $7,339-97.6% |