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 | $17,226 | $100,901-82.9% | $75,501-77.2% | $147,586-88.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.35%-27.4pp | 578.59%-578.6pp |
| Employer contribution / active EE | $8,660 | $3,253+166.2% | $2,352+268.2% | $4,876+77.6% |
| Participant deferral / active EE | $9,119 | $4,027+126.4% | $3,142+190.2% | $5,439+67.7% |
| Admin fee / account holder | $283 | $11,285-97.5% | $5,801-95.1% | $10,886-97.4% |