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 | $46,557 | $154,193-69.8% | $130,045-64.2% | $139,466-66.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.48% | 32.51%-19.0pp | -137.30%+150.8pp | 373.66%-360.2pp |
| Employer contribution / active EE | $1,347 | $5,292-74.6% | $4,321-68.8% | $4,754-71.7% |
| Participant deferral / active EE | $17,029 | $6,709+153.8% | $5,820+192.6% | $6,712+153.7% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |