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 | $8,399 | $69,118-87.8% | $53,647-84.3% | $138,895-94.0% |
| Participation rate | 76.5% | 64.0%+12.5pp | 56.3%+20.2pp | 79.9%-3.4pp |
| Annual return | 22.46% | 248.26%-225.8pp | 358.33%-335.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $1,397 | $1,189+17.5% | $962+45.3% | $4,194-66.7% |
| Participant deferral / active EE | $1,461 | $2,274-35.7% | $1,813-19.4% | $6,396-77.2% |
| Admin fee / account holder | $48 | $2,724-98.3% | $2,460-98.1% | $12,562-99.6% |