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 | $4,202 | $69,118-93.9% | $53,647-92.2% | $138,895-97.0% |
| Participation rate | 84.6% | 64.0%+20.6pp | 56.3%+28.3pp | 79.9%+4.7pp |
| Annual return | 19.90% | 248.26%-228.4pp | 358.33%-338.4pp | 145.39%-125.5pp |
| Employer contribution / active EE | $579 | $1,189-51.3% | $962-39.8% | $4,194-86.2% |
| Participant deferral / active EE | $1,799 | $2,274-20.9% | $1,813-0.8% | $6,396-71.9% |
| Admin fee / account holder | $153 | $2,724-94.4% | $2,460-93.8% | $12,562-98.8% |