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 | $1,452 | $76,522-98.1% | $56,033-97.4% | $145,884-99.0% |
| Participation rate | 90.0% | 63.2%+26.8pp | 52.5%+37.5pp | 80.3%+9.7pp |
| Annual return | 10.39% | 3014.28%-3003.9pp | 1711.38%-1701.0pp | 551.85%-541.5pp |
| Employer contribution / active EE | $276 | $1,382-80.0% | $1,041-73.5% | $4,662-94.1% |
| Participant deferral / active EE | $461 | $2,624-82.4% | $1,954-76.4% | $6,690-93.1% |
| Admin fee / account holder | $175 | $3,328-94.7% | $2,827-93.8% | $13,392-98.7% |