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 | $9,660 | $29,716-67.5% | $56,077-82.8% | $80,925-88.1% |
| Participation rate | 84.0% | 41.7%+42.3pp | 52.5%+31.5pp | 67.7%+16.3pp |
| Annual return | 15.35% | 35.30%-19.9pp | 1709.28%-1693.9pp | 35.65%-20.3pp |
| Employer contribution / active EE | $968 | $671+44.2% | $1,040-7.0% | $2,756-64.9% |
| Participant deferral / active EE | $2,480 | $1,228+101.9% | $1,954+26.9% | $4,299-42.3% |
| Admin fee / account holder | $24 | $2,432-99.0% | $2,825-99.2% | $6,940-99.7% |