Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,201 | $92,219-77.0% | $76,767-72.4% | $135,380-84.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $13,479 | $3,216+319.1% | $2,485+442.3% | $4,779+182.0% |
| Participant deferral / active EE | $8,603 | $4,508+90.8% | $3,852+123.4% | $5,609+53.4% |
| Admin fee / account holder | $52 | $10,749-99.5% | $6,675-99.2% | $10,828-99.5% |