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 | $3,013 | $76,522-96.1% | $56,033-94.6% | $145,884-97.9% |
| Participation rate | 84.6% | 63.2%+21.4pp | 52.5%+32.1pp | 80.3%+4.3pp |
| Annual return | 14.25% | 3014.28%-3000.0pp | 1711.38%-1697.1pp | 551.85%-537.6pp |
| Employer contribution / active EE | $596 | $1,382-56.9% | $1,041-42.8% | $4,662-87.2% |
| Participant deferral / active EE | $1,250 | $2,624-52.4% | $1,954-36.0% | $6,690-81.3% |
| Admin fee / account holder | $170 | $3,328-94.9% | $2,827-94.0% | $13,392-98.7% |