Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,018 | $124,330-85.5% | $109,173-83.5% | $167,536-89.2% |
| Participation rate | 73.3% | 79.5%-6.1pp | 75.9%-2.5pp | 82.1%-8.8pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $3,696 | $4,209-12.2% | $3,723-0.7% | $4,839-23.6% |
| Participant deferral / active EE | $5,065 | $5,256-3.6% | $4,654+8.8% | $6,342-20.1% |
| Admin fee / account holder | $1 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |