Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,642 | $76,608-96.6% | $56,077-95.3% | $145,877-98.2% |
| Participation rate | 92.9% | 63.2%+29.6pp | 52.5%+40.4pp | 80.3%+12.6pp |
| Annual return | 5.47% | 3009.59%-3004.1pp | 1709.28%-1703.8pp | 551.28%-545.8pp |
| Employer contribution / active EE | $352 | $1,382-74.5% | $1,040-66.2% | $4,663-92.4% |
| Participant deferral / active EE | $561 | $2,624-78.6% | $1,954-71.3% | $6,691-91.6% |
| Admin fee / account holder | $40 | $3,325-98.8% | $2,825-98.6% | $13,402-99.7% |