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 | $11,084 | $88,754-87.5% | $81,820-86.5% | $145,877-92.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.91% | 1031.77%-1017.9pp | 777.93%-764.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,382 | $3,085-22.8% | $2,915-18.3% | $4,663-48.9% |
| Participant deferral / active EE | $3,920 | $4,648-15.7% | $4,323-9.3% | $6,691-41.4% |
| Admin fee / account holder | $96 | $8,424-98.9% | $7,391-98.7% | $13,402-99.3% |