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 | $7,141 | $67,823-89.5% | $52,425-86.4% | $137,256-94.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 20.65% | 219.11%-198.5pp | 302.12%-281.5pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,010 | $1,163-13.1% | $914+10.5% | $4,156-75.7% |
| Participant deferral / active EE | $1,684 | $2,288-26.4% | $1,790-5.9% | $6,407-73.7% |
| Admin fee / account holder | $79 | $2,844-97.2% | $2,495-96.8% | $12,270-99.4% |