Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,060 | $88,754-90.9% | $81,820-90.1% | $145,877-94.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.72% | 1031.77%-1017.0pp | 777.93%-763.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,219 | $3,085-60.5% | $2,915-58.2% | $4,663-73.9% |
| Participant deferral / active EE | $1,306 | $4,648-71.9% | $4,323-69.8% | $6,691-80.5% |
| Admin fee / account holder | $39 | $8,424-99.5% | $7,391-99.5% | $13,402-99.7% |