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 | $2,280 | $27,924-91.8% | $58,534-96.1% | $75,173-97.0% |
| Participation rate | 81.0% | 38.8%+42.1pp | 50.9%+30.1pp | 67.2%+13.8pp |
| Annual return | 69.92% | 44.20%+25.7pp | 4248.32%-4178.4pp | 160.65%-90.7pp |
| Employer contribution / active EE | $926 | $669+38.4% | $1,054-12.1% | $2,670-65.3% |
| Participant deferral / active EE | $1,062 | $1,202-11.6% | $1,924-44.8% | $4,126-74.2% |
| Admin fee / account holder | $9 | $1,726-99.5% | $2,519-99.7% | $5,651-99.8% |