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 | $2,349 | $72,071-96.7% | $68,368-96.6% | $137,256-98.3% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 36.00% | 353.14%-317.1pp | 292.57%-256.6pp | 220.34%-184.3pp |
| Employer contribution / active EE | $593 | $2,788-78.7% | $2,649-77.6% | $4,156-85.7% |
| Participant deferral / active EE | $906 | $4,410-79.5% | $4,123-78.0% | $6,407-85.9% |
| Admin fee / account holder | $10 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |