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 | $10,212 | $108,882-90.6% | $96,754-89.4% | $154,746-93.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 22.76% | 98.39%-75.6pp | 82.04%-59.3pp | 172.34%-149.6pp |
| Employer contribution / active EE | $1,680 | $3,018-44.3% | $2,679-37.3% | $4,379-61.6% |
| Participant deferral / active EE | $1,693 | $5,323-68.2% | $4,758-64.4% | $6,730-74.9% |
| Admin fee / account holder | $24 | $10,200-99.8% | $8,905-99.7% | $14,365-99.8% |