Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,317 | $77,908-79.1% | $149,696-89.1% | $75,173-78.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 74.53% | 31.73%+42.8pp | 134.46%-59.9pp | 160.72%-86.2pp |
| Employer contribution / active EE | $3,454 | $3,138+10.1% | $4,821-28.3% | $2,671+29.3% |
| Participant deferral / active EE | $1,988 | $3,411-41.7% | $5,682-65.0% | $4,126-51.8% |
| Admin fee / account holder | $38 | $5,950-99.4% | $13,212-99.7% | $5,651-99.3% |