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 | $8,342 | $104,650-92.0% | $83,854-90.1% | $155,188-94.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 288.00% | 28.97%+259.0pp | 31.39%+256.6pp | 148.84%+139.2pp |
| Employer contribution / active EE | $266 | $1,196-77.8% | $1,017-73.9% | $4,248-93.7% |
| Participant deferral / active EE | $575 | $2,367-75.7% | $2,035-71.8% | $6,531-91.2% |
| Admin fee / account holder | $55 | $3,518-98.4% | $3,197-98.3% | $14,480-99.6% |