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 | $12,695 | $29,319-56.7% | $52,425-75.8% | $82,448-84.6% |
| Participation rate | 84.6% | 46.9%+37.8pp | 55.6%+29.0pp | 68.1%+16.5pp |
| Annual return | 27.65% | 535.20%-507.5pp | 302.12%-274.5pp | 41.64%-14.0pp |
| Employer contribution / active EE | $726 | $586+23.8% | $914-20.6% | $2,551-71.5% |
| Participant deferral / active EE | $2,165 | $1,171+84.8% | $1,790+20.9% | $4,139-47.7% |
| Admin fee / account holder | $47 | $1,962-97.6% | $2,495-98.1% | $7,234-99.3% |