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 | $11,053 | $69,118-84.0% | $53,647-79.4% | $138,895-92.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 24.56% | 248.26%-223.7pp | 358.33%-333.8pp | 145.39%-120.8pp |
| Employer contribution / active EE | $1,380 | $1,189+16.0% | $962+43.4% | $4,194-67.1% |
| Participant deferral / active EE | $1,725 | $2,274-24.2% | $1,813-4.9% | $6,396-73.0% |
| Admin fee / account holder | $22 | $2,724-99.2% | $2,460-99.1% | $12,562-99.8% |