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 | $14,858 | $88,754-83.3% | $81,820-81.8% | $145,877-89.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.64% | 1031.77%-1019.1pp | 777.93%-765.3pp | 551.28%-538.6pp |
| Employer contribution / active EE | $2,724 | $3,085-11.7% | $2,915-6.5% | $4,663-41.6% |
| Participant deferral / active EE | $2,312 | $4,648-50.3% | $4,323-46.5% | $6,691-65.4% |
| Admin fee / account holder | $181 | $8,424-97.8% | $7,391-97.5% | $13,402-98.6% |