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 | $1,356 | $76,785-98.2% | $56,441-97.6% | $145,959-99.1% |
| Participation rate | 77.8% | 63.2%+14.5pp | 52.5%+25.3pp | 80.3%-2.5pp |
| Annual return | 16.09% | 3000.51%-2984.4pp | 1704.21%-1688.1pp | 561.95%-545.9pp |
| Employer contribution / active EE | $162 | $1,381-88.3% | $1,039-84.4% | $4,661-96.5% |
| Participant deferral / active EE | $264 | $2,624-89.9% | $1,953-86.5% | $6,689-96.0% |
| Admin fee / account holder | $12 | $3,334-99.6% | $2,829-99.6% | $13,398-99.9% |