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 | $12,934 | $88,778-85.4% | $81,844-84.2% | $145,884-91.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 10.28% | 1033.03%-1022.8pp | 778.87%-768.6pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,209 | $3,087-60.8% | $2,916-58.5% | $4,662-74.1% |
| Participant deferral / active EE | $3,275 | $4,648-29.5% | $4,323-24.3% | $6,690-51.0% |
| Admin fee / account holder | $191 | $8,430-97.7% | $7,355-97.4% | $13,392-98.6% |