Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,074 | $72,071-90.2% | $68,368-89.7% | $137,256-94.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.81% | 353.14%-335.3pp | 292.57%-274.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $681 | $2,788-75.6% | $2,649-74.3% | $4,156-83.6% |
| Participant deferral / active EE | $836 | $4,410-81.0% | $4,123-79.7% | $6,407-87.0% |
| Admin fee / account holder | $129 | $5,336-97.6% | $5,150-97.5% | $12,270-99.0% |