Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,027 | $73,518-76.8% | $63,003-73.0% | $147,585-88.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.47% | 175.46%-157.0pp | 87.59%-69.1pp | 578.57%-560.1pp |
| Employer contribution / active EE | $758 | $3,322-77.2% | $2,760-72.5% | $4,876-84.5% |
| Participant deferral / active EE | $1,612 | $4,183-61.5% | $3,329-51.6% | $5,439-70.4% |
| Admin fee / account holder | $15 | $5,952-99.7% | $3,600-99.6% | $10,885-99.9% |