Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,904 | $102,595-92.3% | $94,057-91.6% | $154,746-94.9% |
| Participation rate | 94.1% | 76.0%+18.1pp | 73.3%+20.8pp | 80.7%+13.4pp |
| Annual return | 21.11% | 583.42%-562.3pp | 480.62%-459.5pp | 172.34%-151.2pp |
| Employer contribution / active EE | $1,174 | $3,147-62.7% | $2,933-60.0% | $4,379-73.2% |
| Participant deferral / active EE | $2,763 | $5,118-46.0% | $4,709-41.3% | $6,730-58.9% |
| Admin fee / account holder | $155 | $7,736-98.0% | $7,244-97.9% | $14,365-98.9% |