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 | $3,650 | $88,778-95.9% | $81,844-95.5% | $145,884-97.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 15.13% | 1033.03%-1017.9pp | 778.87%-763.7pp | 551.85%-536.7pp |
| Employer contribution / active EE | $740 | $3,087-76.0% | $2,916-74.6% | $4,662-84.1% |
| Participant deferral / active EE | $953 | $4,648-79.5% | $4,323-78.0% | $6,690-85.8% |
| Admin fee / account holder | $35 | $8,430-99.6% | $7,355-99.5% | $13,392-99.7% |